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
$891M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.64M
3
+$9.61M
4
IBM icon
IBM
IBM
+$7.47M
5
COF icon
Capital One
COF
+$7.13M

Top Sells

1
+$10.7M
2
+$7.59M
3
+$6.61M
4
LXP icon
LXP Industrial Trust
LXP
+$6.17M
5
MCO icon
Moody's
MCO
+$6.05M

Sector Composition

1 Financials 14.92%
2 Healthcare 13.63%
3 Technology 13.12%
4 Industrials 11.62%
5 Consumer Discretionary 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.04M 0.12%
73,064
+2,864
252
$1.03M 0.12%
25,688
-246
253
$1.03M 0.12%
24,045
-16,240
254
$1.01M 0.11%
+61,786
255
$1M 0.11%
36,032
-10,300
256
$980K 0.11%
25,488
+920
257
$974K 0.11%
+46,830
258
$948K 0.11%
+37,648
259
$944K 0.11%
+11,330
260
$938K 0.11%
61,119
-133,374
261
$921K 0.1%
+739
262
$903K 0.1%
60,818
+12,070
263
$889K 0.1%
+12,430
264
$888K 0.1%
9,231
-59
265
$884K 0.1%
20,088
-38,672
266
$882K 0.1%
59,948
-179
267
$876K 0.1%
+41,002
268
$862K 0.1%
+47,726
269
$853K 0.1%
+27,690
270
$848K 0.1%
+16,294
271
$834K 0.09%
+137,156
272
$821K 0.09%
+28,742
273
$811K 0.09%
26,636
-210
274
$803K 0.09%
+10,458
275
$801K 0.09%
+24,570
9 10
11
12 13