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
326
$256K 0.03%
3,834
-1,784
327
$256K 0.03%
3,459
+38
328
$254K 0.03%
2,847
+96
329
$252K 0.03%
5,091
+105
330
$252K 0.03%
11,020
-5,499
331
$252K 0.03%
2,836
+28
332
$250K 0.03%
13,651
-4,310
333
$242K 0.03%
1,301
+13
334
$241K 0.03%
1,707
-793
335
$239K 0.03%
+16,614
336
$231K 0.03%
2,430
+104
337
$229K 0.03%
5,570
-4,137
338
$226K 0.03%
23,913
-9,963
339
$225K 0.03%
13,503
-6,091
340
$218K 0.03%
5,337
+84
341
$214K 0.03%
2,966
-1,199
342
$211K 0.03%
+1,787
343
$206K 0.03%
4,767
-2,018
344
$204K 0.03%
+8,265
345
$203K 0.03%
+8,196
346
$202K 0.03%
8,726
-4,064
347
$200K 0.03%
+5,172
348
$188K 0.02%
13,393
-5,731
349
$172K 0.02%
33,460
-13,723
350
$162K 0.02%
26,397
-11,182
12 13
14
15 16