CIP

Convergence Investment Partners Portfolio holdings

AUM $394M
1-Year Est. Return 46.21%
This Quarter Est. Return
1 Year Est. Return
+46.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$81.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
303
New
Increased
Reduced
Closed

Top Buys

1
+$3.52M
2
+$3.38M
3
+$2.82M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.65M
5
APH icon
Amphenol
APH
+$2.54M

Top Sells

1
+$2.09M
2
+$1.4M
3
+$1.37M
4
NI icon
NiSource
NI
+$1.36M
5
MMM icon
3M
MMM
+$1.22M

Sector Composition

1 Technology 27.67%
2 Financials 14.47%
3 Healthcare 12.37%
4 Communication Services 9.38%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
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