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
$196M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.3M
3
+$1.04M
4
MC icon
Moelis & Co
MC
+$962K
5
JNPR
Juniper Networks
JNPR
+$948K

Top Sells

1
+$1.71M
2
+$1.36M
3
+$1.26M
4
MDU icon
MDU Resources
MDU
+$1.11M
5
BDN
Brandywine Realty Trust
BDN
+$1.07M

Sector Composition

1 Technology 22.02%
2 Financials 15.91%
3 Healthcare 14.52%
4 Consumer Discretionary 9.42%
5 Communication Services 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
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