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
376
$78K 0.01%
534
-9,441
377
$78K 0.01%
+915
378
$77K 0.01%
+1,347
379
$76K 0.01%
+2,729
380
$76K 0.01%
+735
381
$76K 0.01%
+2,178
382
$75K 0.01%
+1,476
383
$75K 0.01%
+672
384
$75K 0.01%
+1,273
385
$74K 0.01%
+1,658
386
$73K 0.01%
+2,067
387
$72K 0.01%
3,845
-79,243
388
$72K 0.01%
+860
389
$71K 0.01%
+1,383
390
$71K 0.01%
+410
391
$71K 0.01%
+372
392
$69K 0.01%
+3,693
393
$69K 0.01%
+660
394
$69K 0.01%
+886
395
$68K 0.01%
+749
396
$68K 0.01%
+1,108
397
$67K 0.01%
+1,709
398
$67K 0.01%
+1,090
399
$67K 0.01%
+320
400
$66K 0.01%
+546
14 15
16
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