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
$219M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$1.77M
2
+$1.73M
3
+$1.68M
4
PM icon
Philip Morris
PM
+$1.52M
5
JEF icon
Jefferies Financial Group
JEF
+$1.42M

Top Sells

1
+$2.17M
2
+$1.54M
3
+$1.36M
4
ROK icon
Rockwell Automation
ROK
+$1.36M
5
MCD icon
McDonald's
MCD
+$1.25M

Sector Composition

1 Technology 19.58%
2 Financials 18.61%
3 Healthcare 12.37%
4 Consumer Discretionary 10.65%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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286
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8 9 10 11
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