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
$768M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,093
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.23M
3
+$4.55M
4
YELP icon
Yelp
YELP
+$4.53M
5
NSC icon
Norfolk Southern
NSC
+$4.26M

Top Sells

1
+$6.78M
2
+$4.82M
3
+$4.74M
4
CPA icon
Copa Holdings
CPA
+$4.41M
5
SAFM
Sanderson Farms Inc
SAFM
+$4.24M

Sector Composition

1 Financials 17.19%
2 Technology 14.56%
3 Healthcare 13.55%
4 Industrials 12.48%
5 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$171K 0.02%
+1,009
302
$169K 0.02%
+2,614
303
$164K 0.02%
+7,501
304
$162K 0.02%
+1,547
305
$155K 0.02%
+1,642
306
$154K 0.02%
+747
307
$153K 0.02%
+6,500
308
$152K 0.02%
+634
309
$151K 0.02%
+1,957
310
$141K 0.02%
+3,851
311
$139K 0.02%
+1,015
312
$137K 0.02%
2,128
-28,131
313
$137K 0.02%
+2,369
314
$135K 0.02%
+248
315
$134K 0.02%
+3,272
316
$131K 0.02%
+1,125
317
$130K 0.02%
+1,492
318
$129K 0.02%
+2,177
319
$129K 0.02%
+7,372
320
$128K 0.02%
+366
321
$128K 0.02%
+3,146
322
$127K 0.02%
+3,038
323
$127K 0.02%
+588
324
$126K 0.02%
+2,307
325
$125K 0.02%
+2,081
11 12
13
14 15