We are live on ! Find out more
CIP

Cornerstone Investment Partners Portfolio holdings

AUM $2.38B
1-Year Est. Return 32.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.49%
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
+$35.7M
2
+$7.52M
3
+$5.96M
4
SWK icon
Stanley Black & Decker
SWK
+$4.55M
5
ELV icon
Elevance Health
ELV
+$3.32M

Top Sells

1
+$36.9M
2
+$12M
3
+$11.1M
4
CVX icon
Chevron
CVX
+$7.96M
5
PGR icon
Progressive
PGR
+$7.5M

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
201
– –
-1,665
202
– –
-6,509
203
– –
-17,725
204
– –
-15,239
205
– –
-10,800
206
– –
-5,850
207
– –
-43,870
208
– –
-10,975
209
– –
-14,800
210
– –
-10,325
211
– –
-23,863
212
– –
-25,136
213
– –
-17,430
214
– –
-8,425
215
– –
-2,870
216
– –
-10,300
217
– –
-3,138
218
– –
-3,150
219
– –
-2,225
220
– –
-23,000
221
– –
-19,175
222
– –
-45,029
223
– –
-12,806
224
– –
-14,375
225
– –
-27,525
7 8
9
10 11