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
$1.8B
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$33.2M
3
+$13.7M
4
META icon
Meta Platforms (Facebook)
META
+$8.79M
5
FI icon
Fiserv
FI
+$4.94M

Top Sells

1
+$34.7M
2
+$23.3M
3
+$16M
4
AVGO icon
Broadcom
AVGO
+$16M
5
AZO icon
AutoZone
AZO
+$15.4M

Sector Composition

1 Technology 22.41%
2 Financials 21.84%
3 Healthcare 20.79%
4 Communication Services 11%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$203K 0.01%
+4,025
252
$203K 0.01%
5,100
253
$203K 0.01%
+6,402
254
$202K 0.01%
+8,460
255
$202K 0.01%
+9,525
256
$202K 0.01%
+11,650
257
$200K 0.01%
12,485
258
$200K 0.01%
+1,440
259
$199K 0.01%
+12,000
260
$193K 0.01%
12,370
261
$188K 0.01%
+11,500
262
$186K 0.01%
+20,900
263
$182K 0.01%
17,620
264
$182K 0.01%
+10,754
265
$176K 0.01%
14,670
266
$175K 0.01%
10,925
267
$175K 0.01%
15,260
-6,257
268
$175K 0.01%
+12,900
269
$173K 0.01%
19,675
270
$162K 0.01%
+22,881
271
$154K 0.01%
25,720
272
$149K 0.01%
17,413
+213
273
$120K 0.01%
12,970
274
$117K 0.01%
17,818
275
$66K ﹤0.01%
10,634
9 10
11
12 13