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
426
-113,224
427
-107,980
428
-555
429
-16,490
430
-210,438
431
-63,010
432
-130,670
433
-104,398
434
-168,950
435
-58,324