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
$169M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.23M
3
+$1.09M
4
PNW icon
Pinnacle West Capital
PNW
+$916K
5
CAG icon
Conagra Brands
CAG
+$901K

Top Sells

1
+$1.23M
2
+$1.19M
3
+$838K
4
DOW icon
Dow Inc
DOW
+$827K
5
TSN icon
Tyson Foods
TSN
+$799K

Sector Composition

1 Technology 18.61%
2 Healthcare 17.2%
3 Financials 16.83%
4 Consumer Staples 8.41%
5 Energy 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-1,963
252
– –
-6,042
253
– –
-3,865
7 8 9 10
11