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
176
$202K 0.01%
+6,233
177
$202K 0.01%
+2,535
178
$202K 0.01%
45,731
179
$198K 0.01%
+16,677
180
$197K 0.01%
15,557
181
$194K 0.01%
+40,813
182
$191K 0.01%
11,254
183
$190K 0.01%
+14,382
184
$188K 0.01%
10,275
185
$185K 0.01%
+16,102
186
$182K 0.01%
+38,817
187
$181K 0.01%
30,672
188
$178K 0.01%
+14,381
189
$178K 0.01%
+10,807
190
$177K 0.01%
+11,033
191
$176K 0.01%
+125,586
192
$176K 0.01%
+5,225
193
$174K 0.01%
+27,046
194
$174K 0.01%
11,029
195
$173K 0.01%
+22,494
196
$173K 0.01%
+14,342
197
$172K 0.01%
+17,313
198
$171K 0.01%
16,000
199
$171K 0.01%
+31,181
200
$169K 0.01%
+15,797
6 7
8
9 10