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
201
$230K 0.01%
+5,494
202
$229K 0.01%
+8,300
203
$227K 0.01%
+1,271
204
$226K 0.01%
1,533
+40
205
$226K 0.01%
+10,342
206
$226K 0.01%
+6,570
207
$226K 0.01%
10,075
208
$223K 0.01%
+11,500
209
$223K 0.01%
+1,650
210
$222K 0.01%
+10,334
211
$220K 0.01%
+4,722
212
$219K 0.01%
+5,317
213
$218K 0.01%
18,495
214
$218K 0.01%
+6,822
215
$217K 0.01%
+2,357
216
$216K 0.01%
+2,104
217
$216K 0.01%
+4,126
218
$216K 0.01%
+8,045
219
$215K 0.01%
47,390
220
$214K 0.01%
+8,443
221
$214K 0.01%
+7,275
222
$213K 0.01%
13,230
223
$213K 0.01%
+6,350
224
$213K 0.01%
+1,382
225
$213K 0.01%
4,322
-4,939
7 8
9
10 11