CIP

Cornerstone Investment Partners Portfolio holdings

AUM $2.39B
1-Year Est. Return 30.8%
This Quarter Est. Return
1 Year Est. Return
+30.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.27B
AUM Growth
+$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1 +$48.4M
2 +$44.5M
3 +$13.8M
4
AMAT icon
Applied Materials
AMAT
+$8.32M
5
DG icon
Dollar General
DG
+$7.65M

Top Sells

1 +$42.7M
2 +$29.8M
3 +$18.4M
4
AZO icon
AutoZone
AZO
+$17M
5
COR icon
Cencora
COR
+$16.1M

Sector Composition

1 Technology 31.59%
2 Financials 20.59%
3 Healthcare 17.59%
4 Communication Services 13.7%
5 Industrials 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UPST icon
151
Upstart Holdings
UPST
$3.63B
$213K 0.01%
+3,296
DAVE icon
152
Dave Inc
DAVE
$2.92B
$213K 0.01%
+793
CARG icon
153
CarGurus
CARG
$3.46B
$211K 0.01%
+6,298
AZZ icon
154
AZZ Inc
AZZ
$2.93B
$210K 0.01%
+2,226
UVSP icon
155
Univest Financial
UVSP
$872M
$210K 0.01%
+6,996
UPWK icon
156
Upwork
UPWK
$2.23B
$209K 0.01%
15,530
+6
EVER icon
157
EverQuote
EVER
$907M
$208K 0.01%
8,603
+3
IPI icon
158
Intrepid Potash
IPI
$350M
$208K 0.01%
+5,809
LGND icon
159
Ligand Pharmaceuticals
LGND
$3.96B
$207K 0.01%
+1,825
LMAT icon
160
LeMaitre Vascular
LMAT
$2.03B
$207K 0.01%
2,492
+1
TNK icon
161
Teekay Tankers
TNK
$2.14B
$201K 0.01%
+4,813
SHEN icon
162
Shenandoah Telecom
SHEN
$573M
$201K 0.01%
14,680
+6
AVPT icon
163
AvePoint
AVPT
$2.81B
$195K 0.01%
10,099
+4
DAKT icon
164
Daktronics
DAKT
$894M
$193K 0.01%
12,752
+5
CTLP icon
165
Cantaloupe
CTLP
$778M
$193K 0.01%
+17,540
DAN icon
166
Dana Inc
DAN
$2.46B
$188K 0.01%
10,975
+4
LFMD icon
167
LifeMD
LFMD
$219M
$187K 0.01%
+13,747
PBI icon
168
Pitney Bowes
PBI
$1.49B
$186K 0.01%
17,068
+7
SOHU
169
Sohu.com
SOHU
$445M
$184K 0.01%
+13,825
HCSG icon
170
Healthcare Services Group
HCSG
$1.22B
$182K 0.01%
12,089
+5
GENI icon
171
Genius Sports
GENI
$2.36B
$181K 0.01%
17,426
+7
GTM
172
ZoomInfo Technologies
GTM
$3.18B
$180K 0.01%
17,825
+8
ANGO icon
173
AngioDynamics
ANGO
$507M
$179K 0.01%
18,054
+8
FPI
174
Farmland Partners
FPI
$421M
$172K 0.01%
14,965
+6
UDMY icon
175
Udemy
UDMY
$763M
$172K 0.01%
24,483
+9