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
176
$253K 0.01%
8,750
-130
177
$251K 0.01%
+8,285
178
$251K 0.01%
4,150
179
$249K 0.01%
2,605
180
$247K 0.01%
+61,016
181
$246K 0.01%
6,345
-282
182
$244K 0.01%
+1,325
183
$242K 0.01%
+7,108
184
$242K 0.01%
+2,627
185
$241K 0.01%
+2,942
186
$241K 0.01%
+6,907
187
$240K 0.01%
+4,365
188
$238K 0.01%
3,586
189
$238K 0.01%
+6,200
190
$235K 0.01%
+9,850
191
$235K 0.01%
+2,475
192
$235K 0.01%
+3,123
193
$235K 0.01%
+10,275
194
$234K 0.01%
39,120
195
$233K 0.01%
2,775
196
$232K 0.01%
+6,000
197
$232K 0.01%
+16,800
198
$232K 0.01%
4,210
199
$232K 0.01%
+6,450
200
$231K 0.01%
+2,047
6 7
8
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