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
$1.78B
AUM Growth
+$175M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
258
New
Increased
Reduced
Closed

Top Buys

1
+$31.6M
2
+$12.9M
3
+$5.97M
4
SWK icon
Stanley Black & Decker
SWK
+$5.7M
5
META icon
Meta Platforms (Facebook)
META
+$5.48M

Top Sells

1
+$43.2M
2
+$33.4M
3
+$14.5M
4
AVGO icon
Broadcom
AVGO
+$13.9M
5
COR icon
Cencora
COR
+$6.94M

Sector Composition

1 Technology 27.62%
2 Healthcare 18.21%
3 Financials 17.13%
4 Communication Services 12.6%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$234K 0.01%
3,381
+9
152
$232K 0.01%
+9,562
153
$230K 0.01%
+14,606
154
$230K 0.01%
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-490
155
$229K 0.01%
12,580
156
$226K 0.01%
+6,820
157
$225K 0.01%
15,744
+50
158
$224K 0.01%
+2,941
159
$222K 0.01%
+3,744
160
$216K 0.01%
+5,169
161
$215K 0.01%
+6,050
162
$214K 0.01%
+23,767
163
$214K 0.01%
6,929
164
$213K 0.01%
+2,115
165
$213K 0.01%
+2,104
166
$212K 0.01%
+3,221
167
$211K 0.01%
+4,201
168
$210K 0.01%
4,158
169
$209K 0.01%
+4,800
170
$207K 0.01%
+2,929
171
$207K 0.01%
+1,016
172
$206K 0.01%
+2,332
173
$206K 0.01%
14,575
174
$205K 0.01%
10,540
175
$204K 0.01%
24,886
5 6
7
8 9