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
276
-10,275
277
-5,477
278
-2,920
279
-14,654
280
-49,415