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
$1.63B
AUM Growth
+$118M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1 +$30.6M
2 +$10.8M
3 +$9.98M
4
DG icon
Dollar General
DG
+$8.53M
5
ELV icon
Elevance Health
ELV
+$6.01M

Top Sells

1 +$41.8M
2 +$23M
3 +$11.7M
4
CSCO icon
Cisco
CSCO
+$7.52M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.38M

Sector Composition

1 Technology 26.74%
2 Financials 21.26%
3 Healthcare 20.77%
4 Communication Services 9.71%
5 Energy 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$130K 0.01%
+16,693
202
$123K 0.01%
13,721
203
$121K 0.01%
25,177
+355
204
$116K 0.01%
11,984
205
$115K 0.01%
21,601
206
$113K 0.01%
11,777
207
$103K 0.01%
10,308
208
$65.9K ﹤0.01%
35,629
209
-6,442
210
-574,391
211
-10,587
212
-2,556
213
-2,344
214
-12,830
215
-39,270
216
-19,516
217
-14,572
218
-10,769
219
-20,495
220
-10,462
221
-10,378
222
-4,286
223
-4,060
224
-5,823
225
-2,565