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
151
$277K 0.02%
3,516
-313
152
$277K 0.02%
13,019
153
$275K 0.02%
2,325
154
$275K 0.02%
+13,180
155
$274K 0.02%
+4,783
156
$271K 0.02%
3,200
157
$271K 0.02%
+11,133
158
$271K 0.02%
+4,184
159
$270K 0.02%
+3,173
160
$268K 0.01%
+4,425
161
$268K 0.01%
+46,000
162
$268K 0.01%
+10,051
163
$267K 0.01%
+2,754
164
$267K 0.01%
+55,500
165
$266K 0.01%
+5,167
166
$266K 0.01%
+6,120
167
$266K 0.01%
+6,386
168
$265K 0.01%
5,762
169
$265K 0.01%
2,940
170
$261K 0.01%
2,350
171
$260K 0.01%
+6,604
172
$259K 0.01%
9,931
+55
173
$258K 0.01%
+6,161
174
$258K 0.01%
6,610
175
$256K 0.01%
2,400
5 6
7
8 9