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
$758M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.59M
3
+$5.05M
4
MMM icon
3M
MMM
+$4.83M
5
VSH icon
Vishay Intertechnology
VSH
+$4.74M

Top Sells

1
+$7.37M
2
+$6.51M
3
+$6.23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.11M
5
LMT icon
Lockheed Martin
LMT
+$5.06M

Sector Composition

1 Technology 15.52%
2 Financials 13.49%
3 Industrials 12.14%
4 Energy 10.49%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.04M 0.14%
+7,600
227
$1.04M 0.14%
63
+29
228
$1.04M 0.14%
42,224
-104,776
229
$1.03M 0.14%
33,280
+810
230
$1.03M 0.14%
4,255
+1,436
231
$1.03M 0.14%
24,713
-201
232
$1.01M 0.13%
+17,274
233
$1M 0.13%
3,144
+122
234
$1M 0.13%
14,755
-15,945
235
$999K 0.13%
11,779
-4,130
236
$999K 0.13%
37,119
-112,528
237
$999K 0.13%
+27,204
238
$996K 0.13%
+4,740
239
$983K 0.13%
+7,816
240
$979K 0.13%
+45,843
241
$979K 0.13%
7,411
-3,318
242
$961K 0.13%
+19,300
243
$955K 0.13%
21,945
+2,795
244
$952K 0.13%
+10,760
245
$951K 0.13%
21,660
246
$948K 0.13%
12,779
+341
247
$947K 0.13%
+18,296
248
$944K 0.12%
28,541
+774
249
$943K 0.12%
+3,850
250
$941K 0.12%
12,815
-8,550
8 9
10
11 12