CIP

Convergence Investment Partners Portfolio holdings

AUM $611M
1-Year Est. Return 61.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+61.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$51.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$4.42M
2
+$3.41M
3
+$3.33M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.04M
5
FOX icon
Fox Class B
FOX
+$3M

Top Sells

1
+$4.31M
2
+$3.85M
3
+$2.73M
4
CVNA icon
Carvana
CVNA
+$2.36M
5
HD icon
Home Depot
HD
+$2.16M

Sector Composition

1 Technology 27.97%
2 Financials 15.32%
3 Healthcare 10.78%
4 Communication Services 10.31%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
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