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
$458M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$2.81M
2
+$2.75M
3
+$2.21M
4
PYPL icon
PayPal
PYPL
+$2.15M
5
CORE
Core Mark Holding Co., Inc.
CORE
+$2.11M

Top Sells

1
+$3.14M
2
+$2.65M
3
+$2.19M
4
ADM icon
Archer Daniels Midland
ADM
+$2.12M
5
PBF icon
PBF Energy
PBF
+$2.07M

Sector Composition

1 Technology 17.41%
2 Financials 15.59%
3 Healthcare 13.63%
4 Industrials 10.82%
5 Consumer Discretionary 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$244K 0.05%
4,789
-5,021
252
$241K 0.05%
+6,261
253
$236K 0.05%
12,058
+919
254
$236K 0.05%
6,916
-2,827
255
$235K 0.05%
+4,274
256
$233K 0.05%
4,338
-2,139
257
$231K 0.05%
26,255
-66,111
258
$231K 0.05%
+1,975
259
$228K 0.05%
+4,730
260
$225K 0.05%
1,659
-8,798
261
$220K 0.05%
+11,972
262
$219K 0.05%
+2,036
263
$219K 0.05%
+1,958
264
$219K 0.05%
137
-9
265
$216K 0.05%
+1,842
266
$212K 0.05%
+11,614
267
$211K 0.05%
+47,000
268
$209K 0.05%
5,061
-2,391
269
$209K 0.05%
+6,581
270
$206K 0.05%
12,980
-5,402
271
$204K 0.04%
9,201
-3,375
272
$201K 0.04%
+7,081
273
$201K 0.04%
2,744
-2,438
274
$201K 0.04%
+4,160
275
$201K 0.04%
+3,521
9 10
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