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
$706M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$5.18M
2
+$4.66M
3
+$4.43M
4
SF icon
Stifel
SF
+$4.27M
5
FDC
First Data Corporation
FDC
+$3.94M

Top Sells

1
+$4.64M
2
+$4.6M
3
+$4.28M
4
AVA icon
Avista
AVA
+$4.2M
5
TECD
Tech Data Corp
TECD
+$4.03M

Sector Composition

1 Financials 16.13%
2 Industrials 13.97%
3 Healthcare 13.19%
4 Technology 12.92%
5 Consumer Discretionary 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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439
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