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
$287M
AUM Growth
-$3.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
280
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$2.27M
3
+$1.85M
4
MAA icon
Mid-America Apartment Communities
MAA
+$1.62M
5
FITB icon
Fifth Third Bancorp
FITB
+$1.62M

Top Sells

1
+$2.7M
2
+$1.9M
3
+$1.85M
4
NVDA icon
NVIDIA
NVDA
+$1.83M
5
AAPL icon
Apple
AAPL
+$1.69M

Sector Composition

1 Technology 20.41%
2 Healthcare 14.87%
3 Financials 14.21%
4 Consumer Discretionary 11.47%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-38,288
277
– –
-8,905
278
– –
-14,018
279
– –
-11,524
280
– –
-34,645
8 9 10 11
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