CORNERSTONE INVESTMENT PARTNERS, LLC Information

PHIPPS TOWER, ATLANTA, Georgia, 30326, (404) 751-3900

Report Date: 03/31/2014

Position Statistics

Total Positions 86
New Positions 4
Increased Positions 31
Decreased Positions 43
Positions with Activity 74
Sold Out Positions 4
Total Mkt Value (in $ millions) 8,208

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 4.07%
Capital Goods 6.74%
Conglomerates
Consumer Cyclical 8.99%
Consumer/Non-Cyclical 0.07%
Energy 11.15%
Financial 16.22%
Healthcare 6.53%
Services 9.22%
Technology 33.69%
Transportation 3.3%
Utilities 0.01%

74 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ABBOTT LABS COM 1,930 635 48.99 49,575
SEAGATE TECHNOLOGY PLC SHS 1,758 10 .59 31,640
CAMERON INTERNATIONAL CORP COM 1,546 9 .58 24,318
LILLY ELI & CO COM 1,540 -285 (15.6) 25,480
CENTURYLINK INC COM 1,373 207 17.79 39,885
STAPLES INC COM 1,371 37 2.81 113,965
HESS CORP COM 1,321 -519 (28.22) 15,135
EATON CORP PLC SHS 1,189 -45 (3.68) 16,105
STATE STR CORP COM 1,109 -1,037 (48.32) 16,920
GOLDMAN SACHS GROUP INC COM 970 -122 (11.14) 6,164
SANOFI SPONSORED ADR 924 -50 (5.11) 17,650
GENERAL DYNAMICS CORP COM 858 -171,660 (99.5) 7,870
CONAGRA FOODS INC COM 835 -387 (31.67) 26,650
FIFTH THIRD BANCORP COM 817 -485 (37.25) 38,976
STRYKER CORP COM 647 -3,901 (85.77) 8,215
ENTERGY CORP NEW COM 629 -53 (7.84) 8,820
ENSCO PLC SHS CLASS A 612 612 New 12,235
BRISTOL MYERS SQUIBB CO COM 554 -49 (8.2) 11,200
DOVER CORP COM 542 -4,372 (88.97) 6,345
MORGAN STANLEY COM NEW 478 -19 (3.81) 15,550