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
451
$47K 0.01%
+1,077
452
$46K 0.01%
+331
453
$46K 0.01%
+1,782
454
$46K 0.01%
+197
455
$45K 0.01%
+69
456
$45K 0.01%
+413
457
$45K 0.01%
+785
458
$45K 0.01%
+622
459
$45K 0.01%
+596
460
$45K 0.01%
+724
461
$44K 0.01%
+747
462
$44K 0.01%
+867
463
$44K 0.01%
+2,154
464
$43K 0.01%
+231
465
$43K 0.01%
+3,315
466
$42K 0.01%
+862
467
$42K 0.01%
+396
468
$41K 0.01%
+1,301
469
$41K 0.01%
+833
470
$41K 0.01%
+119
471
$40K 0.01%
+631
472
$40K 0.01%
1,380
-53,931
473
$40K 0.01%
+1,296
474
$40K 0.01%
+261
475
$39K 0.01%
+1,003
17 18
19
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