CIP

Convergence Investment Partners Portfolio holdings

AUM $503M
1-Year Est. Return 50.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$658M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
473
New
Increased
Reduced
Closed

Top Buys

1 +$7.14M
2 +$6.86M
3 +$6.21M
4
MPC icon
Marathon Petroleum
MPC
+$5.39M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5M

Top Sells

1 +$7.93M
2 +$6.14M
3 +$6.12M
4
PHM icon
Pultegroup
PHM
+$5.19M
5
ORCL icon
Oracle
ORCL
+$4.89M

Sector Composition

1 Technology 14.91%
2 Financials 14.43%
3 Industrials 12.29%
4 Healthcare 10.44%
5 Energy 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-1,207
452
-27,260
453
-6,079