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
426
$55K 0.01%
+568
427
$54K 0.01%
+1,988
428
$54K 0.01%
+512
429
$54K 0.01%
+1,081
430
$54K 0.01%
+411
431
$53K 0.01%
+229
432
$53K 0.01%
+928
433
$52K 0.01%
+6,000
434
$52K 0.01%
+533
435
$52K 0.01%
+2,678
436
$52K 0.01%
+833
437
$51K 0.01%
+758
438
$51K 0.01%
+1,645
439
$50K 0.01%
+1,013
440
$50K 0.01%
+603
441
$50K 0.01%
+179
442
$50K 0.01%
+1,094
443
$50K 0.01%
+2,091
444
$50K 0.01%
+372
445
$49K 0.01%
+1,321
446
$49K 0.01%
+888
447
$49K 0.01%
+1,203
448
$47K 0.01%
+112
449
$47K 0.01%
+422
450
$47K 0.01%
+2,843
16 17
18
19 20