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
$758M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.59M
3
+$5.05M
4
MMM icon
3M
MMM
+$4.83M
5
VSH icon
Vishay Intertechnology
VSH
+$4.74M

Top Sells

1
+$7.37M
2
+$6.51M
3
+$6.23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.11M
5
LMT icon
Lockheed Martin
LMT
+$5.06M

Sector Composition

1 Technology 15.52%
2 Financials 13.49%
3 Industrials 12.14%
4 Energy 10.49%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$500K 0.07%
3,335
-7,496
302
$494K 0.07%
3,904
+341
303
$483K 0.06%
5,955
-2,732
304
$458K 0.06%
11,230
-13,390
305
$451K 0.06%
19,586
-8,728
306
$422K 0.06%
2,434
+176
307
$393K 0.05%
+6,656
308
$380K 0.05%
+15,812
309
$378K 0.05%
+14,012
310
$377K 0.05%
24,558
-423,950
311
$367K 0.05%
+11,577
312
$364K 0.05%
+22,209
313
$363K 0.05%
8,284
-3,703
314
$352K 0.05%
23,015
+1,427
315
$306K 0.04%
2,664
-1,261
316
$294K 0.04%
5,078
-2,024
317
$289K 0.04%
10,758
+822
318
$287K 0.04%
2,464
-1,037
319
$286K 0.04%
9,827
-175,626
320
$285K 0.04%
1,702
+35
321
$283K 0.04%
16,419
-128
322
$282K 0.04%
5,301
-2,597
323
$279K 0.04%
27,042
-20,900
324
$273K 0.04%
6,448
+203
325
$272K 0.04%
3,230
-1,126
11 12
13
14 15