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
$891M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.64M
3
+$9.61M
4
IBM icon
IBM
IBM
+$7.47M
5
COF icon
Capital One
COF
+$7.13M

Top Sells

1
+$10.7M
2
+$7.59M
3
+$6.61M
4
LXP icon
LXP Industrial Trust
LXP
+$6.17M
5
MCO icon
Moody's
MCO
+$6.05M

Sector Composition

1 Financials 14.92%
2 Healthcare 13.63%
3 Technology 13.12%
4 Industrials 11.62%
5 Consumer Discretionary 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.24M 0.14%
+58,218
227
$1.24M 0.14%
+43,570
228
$1.24M 0.14%
+48,398
229
$1.23M 0.14%
16,301
+136
230
$1.23M 0.14%
61,298
-160
231
$1.23M 0.14%
+15,260
232
$1.22M 0.14%
86,501
+1,884
233
$1.21M 0.14%
3,555
-36
234
$1.2M 0.13%
27,956
-37
235
$1.19M 0.13%
+96,700
236
$1.18M 0.13%
44,765
-330
237
$1.17M 0.13%
+129,628
238
$1.16M 0.13%
40,708
-10,580
239
$1.16M 0.13%
26,720
-110
240
$1.14M 0.13%
69,860
+7,394
241
$1.14M 0.13%
26,032
+7,421
242
$1.12M 0.13%
+140,630
243
$1.12M 0.13%
+68,530
244
$1.11M 0.12%
15,536
-30
245
$1.09M 0.12%
+30,340
246
$1.08M 0.12%
30,396
+1,979
247
$1.04M 0.12%
+71,498
248
$1.04M 0.12%
+43,058
249
$1.04M 0.12%
67,586
-5,333
250
$1.04M 0.12%
25,355
+306
8 9
10
11 12