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
$359M
AUM Growth
-$54.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.43M
3
+$2.37M
4
T icon
AT&T
T
+$2.36M
5
MDT icon
Medtronic
MDT
+$2.1M

Top Sells

1
+$4.68M
2
+$3.21M
3
+$3.15M
4
AVB icon
AvalonBay Communities
AVB
+$2.59M
5
UNP icon
Union Pacific
UNP
+$2.52M

Sector Composition

1 Technology 16.97%
2 Financials 16.77%
3 Healthcare 12.46%
4 Industrials 10.79%
5 Consumer Staples 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
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