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
351
$95K 0.01%
+1,316
352
$95K 0.01%
+1,088
353
$95K 0.01%
+606
354
$95K 0.01%
+563
355
$95K 0.01%
+1,408
356
$94K 0.01%
+561
357
$94K 0.01%
+1,339
358
$93K 0.01%
+572
359
$92K 0.01%
+972
360
$91K 0.01%
+2,075
361
$91K 0.01%
+696
362
$90K 0.01%
+1,375
363
$90K 0.01%
+1,067
364
$89K 0.01%
+1,376
365
$87K 0.01%
+2,119
366
$86K 0.01%
+555
367
$86K 0.01%
+1,011
368
$82K 0.01%
+598
369
$82K 0.01%
+567
370
$81K 0.01%
+803
371
$80K 0.01%
+1,711
372
$80K 0.01%
+468
373
$80K 0.01%
+1,155
374
$79K 0.01%
+1,016
375
$79K 0.01%
+518
13 14
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