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
201
$168K 0.01%
+11,750
202
$166K 0.01%
+11,946
203
$166K 0.01%
+17,621
204
$165K 0.01%
+12,865
205
$164K 0.01%
+11,276
206
$164K 0.01%
12,405
207
$161K 0.01%
+20,459
208
$161K 0.01%
+21,898
209
$159K 0.01%
+14,918
210
$158K 0.01%
+18,124
211
$158K 0.01%
11,270
212
$157K 0.01%
+13,890
213
$155K 0.01%
+61,062
214
$153K 0.01%
10,330
215
$149K 0.01%
14,675
216
$148K 0.01%
10,804
-183
217
$145K 0.01%
37,068
+569
218
$144K 0.01%
18,972
219
$143K 0.01%
17,050
+258
220
$138K 0.01%
19,665
221
$136K 0.01%
11,290
222
$133K 0.01%
49,415
223
$127K 0.01%
46,985
224
$121K 0.01%
23,132
225
$117K 0.01%
12,639
7 8
9
10 11