CIP
Convergence Investment Partners Portfolio holdings
AUM
$503M
1-Year Est. Return
50.39%
This Fund
S&P 500
1 Year Est. Return
+50.39%
AUM
$503M
AUM Growth
+$57.4M
(+13%)
Holding
306
Top Buys
| 1 | +$7.5M | |
| 2 | +$3.57M | |
| 3 | +$3.52M | |
| 4 |
Marathon Petroleum
MPC
|
+$2.93M |
| 5 |
Rockwell Automation
ROK
|
+$2.58M |
Top Sells
| 1 | +$3.03M | |
| 2 | +$2.97M | |
| 3 | +$2.86M | |
| 4 |
Palantir
PLTR
|
+$2.81M |
| 5 |
Arista Networks
ANET
|
+$2.8M |
Sector Composition
| 1 | Technology | 29.07% |
| 2 | Financials | 15.3% |
| 3 | Healthcare | 11.93% |
| 4 | Consumer Discretionary | 9.98% |
| 5 | Communication Services | 9.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Valmont Industries
VMI
$8.05B
| – | – |
-932
|
|
||
302
Vistra
VST
$56B
| – | – |
-3,008
|
|
||
303
WESCO International
WCC
$14.9B
| – | – |
-3,808
|
|
||
304
W.R. Berkley
WRB
$24.8B
| – | – |
-13,731
|
|
||
305
Zions Bancorporation
ZION
$9.1B
| – | – |
-21,712
|
|
||
306
Reddit
RDDT
$31B
| – | – |
-1,776
|
|