CIP

Convergence Investment Partners Portfolio holdings

AUM $503M
1-Year Est. Return 50.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.39%
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 +$9.46M
3 +$9.13M
4
MSFT icon
Microsoft
MSFT
+$8.98M
5
INTC icon
Intel
INTC
+$6.26M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 14.66%
2 Financials 14.54%
3 Technology 14.13%
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%
+14,060
302
$65K 0.02%
+6,680
303
$51K 0.01%
+13,356
304
$43K 0.01%
+12,060