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
$352M
AUM Growth
-$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.26M
3
+$2.08M
4
LYB icon
LyondellBasell Industries
LYB
+$1.75M
5
META icon
Meta Platforms (Facebook)
META
+$1.71M

Top Sells

1
+$2.56M
2
+$2.2M
3
+$1.9M
4
IPG
Interpublic Group of Companies
IPG
+$1.63M
5
INTC icon
Intel
INTC
+$1.61M

Sector Composition

1 Financials 17.41%
2 Technology 16.67%
3 Healthcare 13.01%
4 Consumer Discretionary 9.23%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
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