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
$2.03B
AUM Growth
-$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$36.4M
3
+$20.2M
4
CPAY icon
Corpay
CPAY
+$6.13M
5
V icon
Visa
V
+$5.73M

Top Sells

1
+$48.8M
2
+$34.7M
3
+$20.5M
4
AVGO icon
Broadcom
AVGO
+$17.3M
5
JPM icon
JPMorgan Chase
JPM
+$9.11M

Sector Composition

1 Technology 29.25%
2 Healthcare 16.93%
3 Financials 16.37%
4 Communication Services 13.81%
5 Industrials 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$184K 0.01%
10,284
-970
177
$177K 0.01%
16,504
-1,335
178
$176K 0.01%
+30,285
179
$175K 0.01%
11,470
-935
180
$169K 0.01%
10,334
-699
181
$169K 0.01%
14,617
-983
182
$167K 0.01%
10,613
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183
$167K 0.01%
+15,930
184
$165K 0.01%
+19,608
185
$164K 0.01%
+11,260
186
$163K 0.01%
+12,995
187
$162K 0.01%
+11,390
188
$162K 0.01%
+10,605
189
$162K 0.01%
+12,045
190
$161K 0.01%
+20,500
191
$160K 0.01%
13,296
-1,085
192
$159K 0.01%
+25,550
193
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194
$154K 0.01%
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195
$152K 0.01%
28,377
-2,295
196
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+10,910
197
$150K 0.01%
+11,840
198
$148K 0.01%
10,340
-835
199
$148K 0.01%
+10,288
200
$147K 0.01%
10,189
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