CIP

Convergence Investment Partners Portfolio holdings

AUM $503M
1-Year Est. Return 50.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$1.13M
3
+$1.1M
4
KO icon
Coca-Cola
KO
+$1.05M
5
ADSK icon
Autodesk
ADSK
+$480K

Top Sells

1
+$1.67M
2
+$1.67M
3
+$1.59M
4
MED icon
Medifast
MED
+$1.46M
5
AES icon
AES
AES
+$1.41M

Sector Composition

1 Technology 20.6%
2 Financials 17.22%
3 Healthcare 13.87%
4 Communication Services 9.97%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
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