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
$758M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.59M
3
+$5.05M
4
MMM icon
3M
MMM
+$4.83M
5
VSH icon
Vishay Intertechnology
VSH
+$4.74M

Top Sells

1
+$7.37M
2
+$6.51M
3
+$6.23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.11M
5
LMT icon
Lockheed Martin
LMT
+$5.06M

Sector Composition

1 Technology 15.52%
2 Financials 13.49%
3 Industrials 12.14%
4 Energy 10.49%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$940K 0.12%
+18,305
252
$930K 0.12%
+50,620
253
$920K 0.12%
40,944
-9,500
254
$916K 0.12%
+10,575
255
$908K 0.12%
39,502
+1,089
256
$903K 0.12%
53,239
+1,534
257
$900K 0.12%
24,668
+759
258
$895K 0.12%
30,370
-12,970
259
$893K 0.12%
+21,729
260
$885K 0.12%
+41,580
261
$858K 0.11%
48,143
-1,727
262
$851K 0.11%
8,291
+302
263
$845K 0.11%
20,385
264
$843K 0.11%
3,790
+94
265
$837K 0.11%
8,123
+279
266
$837K 0.11%
22,350
+798
267
$824K 0.11%
+14,503
268
$821K 0.11%
+17,410
269
$814K 0.11%
16,532
+1,285
270
$790K 0.1%
+26,914
271
$767K 0.1%
23,330
+9,580
272
$766K 0.1%
16,820
-4,638
273
$756K 0.1%
+29,726
274
$746K 0.1%
8,167
+276
275
$745K 0.1%
+18,001
9 10
11
12 13