CIP

Convergence Investment Partners Portfolio holdings

AUM $446M
1-Year Est. Return 52.35%
This Quarter Est. Return
1 Year Est. Return
+52.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$385M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.47M
3 +$9.27M
4
XOM icon
Exxon Mobil
XOM
+$9.17M
5
INTC icon
Intel
INTC
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.21%
2 Financials 14.7%
3 Industrials 13.57%
4 Energy 10.31%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$355K 0.09%
+8,824
227
$348K 0.09%
+5,479
228
$348K 0.09%
+4,780
229
$346K 0.09%
+5,422
230
$345K 0.09%
+8,786
231
$343K 0.09%
+14,484
232
$340K 0.09%
+5,572
233
$336K 0.09%
+6,901
234
$333K 0.09%
+13,991
235
$332K 0.09%
+7,362
236
$329K 0.09%
+6,506
237
$328K 0.09%
+36,093
238
$328K 0.09%
+12,529
239
$325K 0.08%
+6,522
240
$321K 0.08%
+8,516
241
$318K 0.08%
+12,011
242
$316K 0.08%
+20,395
243
$316K 0.08%
+14,414
244
$315K 0.08%
+12,914
245
$314K 0.08%
+34,018
246
$299K 0.08%
+7,227
247
$298K 0.08%
+5,805
248
$295K 0.08%
+12,155
249
$291K 0.08%
+68,550
250
$288K 0.07%
+48,936