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
$1.51B
AUM Growth
-$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$36.1M
2
+$7.37M
3
+$5.78M
4
SWK icon
Stanley Black & Decker
SWK
+$4.35M
5
ELV icon
Elevance Health
ELV
+$3.21M

Top Sells

1
+$36.9M
2
+$12.8M
3
+$11.8M
4
PGR icon
Progressive
PGR
+$7.79M
5
CVX icon
Chevron
CVX
+$7.74M

Sector Composition

1 Technology 26.88%
2 Financials 20.99%
3 Healthcare 19.88%
4 Communication Services 9.37%
5 Energy 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$160K 0.01%
+2,016
177
$160K 0.01%
+12,653
178
$159K 0.01%
+19,516
179
$159K 0.01%
10,248
-1,552
180
$158K 0.01%
+17,933
181
$158K 0.01%
+13,506
182
$157K 0.01%
+21,601
183
$157K 0.01%
12,115
-1,835
184
$156K 0.01%
+24,822
185
$155K 0.01%
+14,808
186
$155K 0.01%
+18,018
187
$150K 0.01%
15,805
-2,395
188
$150K 0.01%
39,166
-5,934
189
$140K 0.01%
33,956
-5,144
190
$131K 0.01%
13,917
-2,108
191
$129K 0.01%
10,519
-1,421
192
$126K 0.01%
12,830
-1,918
193
$120K 0.01%
12,306
-1,864
194
$118K 0.01%
11,777
-1,573
195
$118K 0.01%
11,984
-1,816
196
$115K 0.01%
10,990
-1,635
197
$110K 0.01%
33,174
-5,367
198
$109K 0.01%
13,721
-2,079
199
$108K 0.01%
10,308
-1,562
200
$66.3K ﹤0.01%
35,629
-5,309
6 7
8
9 10