CIP

Cornerstone Investment Partners Portfolio holdings

AUM $2.27B
1-Year Est. Return 27.81%
This Quarter Est. Return
1 Year Est. Return
+27.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$10.8M
3
+$9.98M
4
DG icon
Dollar General
DG
+$8.53M
5
ELV icon
Elevance Health
ELV
+$6.01M

Top Sells

1
+$41.8M
2
+$23M
3
+$11.7M
4
CSCO icon
Cisco
CSCO
+$7.52M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Sector Composition

1 Technology 26.74%
2 Financials 21.26%
3 Healthcare 20.77%
4 Communication Services 9.71%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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