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
$199M
AUM Growth
-$88.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$2.33M
2
+$1.69M
3
+$1.43M
4
SYF icon
Synchrony
SYF
+$1.16M
5
BWA icon
BorgWarner
BWA
+$1.03M

Top Sells

1
+$2.19M
2
+$2.02M
3
+$1.94M
4
GILD icon
Gilead Sciences
GILD
+$1.93M
5
AMZN icon
Amazon
AMZN
+$1.74M

Sector Composition

1 Technology 20.58%
2 Financials 16.95%
3 Healthcare 12.33%
4 Consumer Discretionary 11.23%
5 Communication Services 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$109K 0.05%
3,241
-13,202
227
$98K 0.05%
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228
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