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
$720M
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
470
New
Increased
Reduced
Closed

Top Buys

1
+$5.02M
2
+$4.34M
3
+$4.14M
4
C icon
Citigroup
C
+$3.88M
5
AMGN icon
Amgen
AMGN
+$3.83M

Top Sells

1
+$7.93M
2
+$6.89M
3
+$5.71M
4
JPM icon
JPMorgan Chase
JPM
+$4.75M
5
VLO icon
Valero Energy
VLO
+$4.65M

Sector Composition

1 Technology 14.77%
2 Financials 14.29%
3 Healthcare 12.04%
4 Industrials 11.67%
5 Consumer Discretionary 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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