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
$186M
AUM Growth
-$46.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$1.07M
3
+$1.07M
4
KO icon
Coca-Cola
KO
+$986K
5
M icon
Macy's
M
+$500K

Top Sells

1
+$1.67M
2
+$1.62M
3
+$1.47M
4
MED icon
Medifast
MED
+$1.46M
5
AES icon
AES
AES
+$1.41M

Sector Composition

1 Technology 20.6%
2 Financials 17.22%
3 Healthcare 13.87%
4 Communication Services 9.97%
5 Consumer Discretionary 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
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