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
$758M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.59M
3
+$5.05M
4
MMM icon
3M
MMM
+$4.83M
5
VSH icon
Vishay Intertechnology
VSH
+$4.74M

Top Sells

1
+$7.37M
2
+$6.51M
3
+$6.23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.11M
5
LMT icon
Lockheed Martin
LMT
+$5.06M

Sector Composition

1 Technology 15.52%
2 Financials 13.49%
3 Industrials 12.14%
4 Energy 10.49%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$744K 0.1%
21,693
+736
277
$743K 0.1%
+16,046
278
$742K 0.1%
32,534
-9,206
279
$723K 0.1%
+8,445
280
$716K 0.09%
8,550
+230
281
$704K 0.09%
+25,528
282
$690K 0.09%
+17,020
283
$673K 0.09%
+20,005
284
$669K 0.09%
+28,715
285
$660K 0.09%
+50,597
286
$656K 0.09%
60,502
-191,870
287
$651K 0.09%
+23,890
288
$640K 0.08%
+11,105
289
$635K 0.08%
+7,175
290
$631K 0.08%
+41,460
291
$602K 0.08%
36,395
+1,251
292
$574K 0.08%
+38,432
293
$552K 0.07%
16,325
-6,341
294
$548K 0.07%
+36,235
295
$542K 0.07%
4,525
-1,937
296
$541K 0.07%
16,510
+4,640
297
$536K 0.07%
43,090
+11,290
298
$529K 0.07%
+18,350
299
$520K 0.07%
33,020
+15,980
300
$503K 0.07%
8,632
+322
10 11
12
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