CIP

Cornerstone Investment Partners Portfolio holdings

AUM $2.58B
1-Year Est. Return 40.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.05%
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
+$38.4M
2
+$37.4M
3
+$19.1M
4
CPAY icon
Corpay
CPAY
+$6.51M
5
V icon
Visa
V
+$5.99M

Top Sells

1
+$48.8M
2
+$34.7M
3
+$19.7M
4
AVGO icon
Broadcom
AVGO
+$15.1M
5
JPM icon
JPMorgan Chase
JPM
+$8.81M

Sector Composition

1 Technology 29.25%
2 Healthcare 16.93%
3 Financials 16.36%
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
– –
-27,046
230
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-1,669
231
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-5,225
232
– –
-7,459
233
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-11,421
234
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-8,137
235
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-16,677
236
– –
-4,158
237
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-19,665
238
– –
-16,645
239
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-11,290
240
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-11,955
241
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-7,911
242
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-9,371
243
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244
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-2,920
245
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-39,750
246
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247
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-18,124
248
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-2,941
249
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-3,949
250
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-12,205
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