CIP

Convergence Investment Partners Portfolio holdings

AUM $394M
1-Year Est. Return 46.21%
This Quarter Est. Return
1 Year Est. Return
+46.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$4.33M
2 +$4.32M
3 +$2.44M
4
META icon
Meta Platforms (Facebook)
META
+$2.31M
5
HPE icon
Hewlett Packard
HPE
+$2.18M

Top Sells

1 +$4.57M
2 +$3.15M
3 +$2.8M
4
APH icon
Amphenol
APH
+$2.25M
5
CRWD icon
CrowdStrike
CRWD
+$2.2M

Sector Composition

1 Technology 25.35%
2 Financials 15.35%
3 Healthcare 12.96%
4 Consumer Discretionary 9.56%
5 Communication Services 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-23,713
277
-25,289
278
-3,357
279
-13,803
280
-191
281
-9,302
282
-26,756
283
-1,040
284
-12,275
285
-11,809
286
-6,510
287
-4,379
288
-11,850
289
-13,921
290
-15,693
291
-6,467
292
-72,792
293
-12,463
294
-21,098