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
$385M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
323
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$9.47M
3 +$9.27M
4
XOM icon
Exxon Mobil
XOM
+$9.17M
5
INTC icon
Intel
INTC
+$6.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.21%
2 Financials 14.7%
3 Industrials 13.57%
4 Energy 10.31%
5 Healthcare 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$79K 0.02%
+15,579
302
$79K 0.02%
+14,060
303
$65K 0.02%
+6,680
304
$51K 0.01%
+13,356
305
$43K 0.01%
+12,060