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
$447M
AUM Growth
+$76.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$5.04M
2
+$3.9M
3
+$3.03M
4
AMZN icon
Amazon
AMZN
+$2.99M
5
PLTR icon
Palantir
PLTR
+$2.68M

Top Sells

1
+$2.72M
2
+$2.51M
3
+$2.16M
4
MU icon
Micron Technology
MU
+$1.9M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.88M

Sector Composition

1 Technology 28.29%
2 Financials 16.46%
3 Healthcare 11.45%
4 Consumer Discretionary 10.48%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
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