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
$758M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.59M
3
+$5.05M
4
MMM icon
3M
MMM
+$4.83M
5
VSH icon
Vishay Intertechnology
VSH
+$4.74M

Top Sells

1
+$7.37M
2
+$6.51M
3
+$6.23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.11M
5
LMT icon
Lockheed Martin
LMT
+$5.06M

Sector Composition

1 Technology 15.52%
2 Financials 13.49%
3 Industrials 12.14%
4 Energy 10.49%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.57M 0.6%
73,147
+32,355
27
$4.49M 0.59%
237,744
+208,332
28
$4.44M 0.59%
99,570
+30,020
29
$4.39M 0.58%
105,610
-4,287
30
$4.38M 0.58%
351,154
+112,060
31
$4.29M 0.57%
57,427
+18,695
32
$4.26M 0.56%
71,239
+3,541
33
$4.26M 0.56%
56,476
+5,253
34
$4.22M 0.56%
+97,797
35
$4.2M 0.55%
143,739
+45,241
36
$4.16M 0.55%
63,475
+10,608
37
$4.15M 0.55%
154,016
+26,647
38
$4.14M 0.55%
194,906
+96,407
39
$4.05M 0.53%
38,986
+306
40
$4.04M 0.53%
345,706
+10,566
41
$4.02M 0.53%
+140,736
42
$4M 0.53%
129,303
-58,150
43
$3.97M 0.52%
+226,155
44
$3.96M 0.52%
61,846
+9,180
45
$3.92M 0.52%
+70,500
46
$3.92M 0.52%
+40,910
47
$3.92M 0.52%
30,004
-56,483
48
$3.78M 0.5%
+131,933
49
$3.75M 0.49%
76,063
+12,560
50
$3.73M 0.49%
89,008
+2,554
1
2
3 4 5