CIP

Convergence Investment Partners Portfolio holdings

AUM $394M
1-Year Est. Return 46.21%
This Quarter Est. Return
1 Year Est. Return
+46.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$678M
AUM Growth
-$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.89M
3
+$5.11M
4
CVG
Convergys
CVG
+$5.08M
5
QCOM icon
Qualcomm
QCOM
+$4.51M

Top Sells

1
+$5.48M
2
+$5.32M
3
+$5.03M
4
GILD icon
Gilead Sciences
GILD
+$4.64M
5
VZ icon
Verizon
VZ
+$4.61M

Sector Composition

1 Financials 16.1%
2 Technology 14.34%
3 Industrials 11.83%
4 Healthcare 11.57%
5 Consumer Discretionary 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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