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
$291M
AUM Growth
+$62.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$2.22M
2
+$2.18M
3
+$1.89M
4
USB icon
US Bancorp
USB
+$1.88M
5
EQR icon
Equity Residential
EQR
+$1.8M

Top Sells

1
+$2.08M
2
+$1.78M
3
+$1.31M
4
GM icon
General Motors
GM
+$1.28M
5
CFG icon
Citizens Financial Group
CFG
+$1.17M

Sector Composition

1 Technology 19.8%
2 Healthcare 15.57%
3 Financials 14.35%
4 Consumer Discretionary 10.21%
5 Consumer Staples 8.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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