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
$2.03B
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$36.4M
3
+$20.2M
4
CPAY icon
Corpay
CPAY
+$6.13M
5
V icon
Visa
V
+$5.73M

Top Sells

1
+$48.8M
2
+$34.7M
3
+$20.5M
4
AVGO icon
Broadcom
AVGO
+$17.3M
5
JPM icon
JPMorgan Chase
JPM
+$9.11M

Sector Composition

1 Technology 29.25%
2 Healthcare 16.93%
3 Financials 16.37%
4 Communication Services 13.81%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$89.1K ﹤0.01%
12,450
-1,015
227
$74.7K ﹤0.01%
11,694
-945
228
$68.3K ﹤0.01%
18,610
-1,520
229
– –
-8,137
230
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-16,677
231
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-4,158
232
– –
-19,665
233
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-27,046
234
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-1,669
235
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-16,645
236
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-11,290
237
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-5,225
238
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-7,459
239
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-11,421
240
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-4,738
241
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-18,124
242
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-2,941
243
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-3,949
244
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-12,205
245
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-11,430
246
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-10,380
247
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-39,750
248
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-10,330
249
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-963
250
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-13,035
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