CIP

Convergence Investment Partners Portfolio holdings

AUM $503M
1-Year Est. Return 50.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.02M
2
+$3.92M
3
+$2.07M
4
META icon
Meta Platforms (Facebook)
META
+$2.07M
5
HPE icon
Hewlett Packard
HPE
+$2.04M

Top Sells

1
+$4.54M
2
+$3.2M
3
+$2.84M
4
APH icon
Amphenol
APH
+$2.24M
5
CRWD icon
CrowdStrike
CRWD
+$2.2M

Sector Composition

1 Technology 25.35%
2 Financials 15.35%
3 Healthcare 12.96%
4 Consumer Discretionary 9.56%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
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