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
$165M
AUM Growth
-$28.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.32M
3
+$1.29M
4
UNM icon
Unum
UNM
+$1.17M
5
BK icon
Bank of New York Mellon
BK
+$1.05M

Top Sells

1
+$1.69M
2
+$1.55M
3
+$1.17M
4
BAC icon
Bank of America
BAC
+$1.08M
5
FNF icon
Fidelity National Financial
FNF
+$992K

Sector Composition

1 Technology 19.48%
2 Healthcare 16.87%
3 Financials 15.66%
4 Consumer Staples 8.79%
5 Communication Services 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
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