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
$891M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.64M
3
+$9.61M
4
IBM icon
IBM
IBM
+$7.47M
5
COF icon
Capital One
COF
+$7.13M

Top Sells

1
+$10.7M
2
+$7.59M
3
+$6.61M
4
LXP icon
LXP Industrial Trust
LXP
+$6.17M
5
MCO icon
Moody's
MCO
+$6.05M

Sector Composition

1 Financials 14.92%
2 Healthcare 13.63%
3 Technology 13.12%
4 Industrials 11.62%
5 Consumer Discretionary 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.77M 0.65%
282,399
+191,571
27
$5.7M 0.64%
85,929
+3,812
28
$5.69M 0.64%
78,370
+19,954
29
$5.69M 0.64%
214,744
+20,622
30
$5.52M 0.62%
212,261
-4,576
31
$5.45M 0.61%
+126,164
32
$5.44M 0.61%
102,792
-31,710
33
$5.41M 0.61%
60,169
-1,422
34
$5.4M 0.61%
314,993
-161,483
35
$5.39M 0.61%
+73,494
36
$5.39M 0.6%
85,568
-1,306
37
$5.34M 0.6%
15,464
+2,312
38
$5.34M 0.6%
91,757
-1,950
39
$5.26M 0.59%
205,221
+656
40
$5.2M 0.58%
163,588
-62,220
41
$5.15M 0.58%
+100,106
42
$5.11M 0.57%
+51,774
43
$5.1M 0.57%
100,556
+4,618
44
$5.07M 0.57%
217,084
+132,142
45
$5M 0.56%
69,834
+23,604
46
$4.98M 0.56%
82,691
+7,450
47
$4.97M 0.56%
70,331
-19,741
48
$4.83M 0.54%
46,521
+28,849
49
$4.75M 0.53%
86,694
+3,777
50
$4.75M 0.53%
58,039
-5,006
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