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
$352M
AUM Growth
-$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.26M
3
+$2.08M
4
LYB icon
LyondellBasell Industries
LYB
+$1.75M
5
META icon
Meta Platforms (Facebook)
META
+$1.71M

Top Sells

1
+$2.56M
2
+$2.2M
3
+$1.9M
4
IPG
Interpublic Group of Companies
IPG
+$1.63M
5
INTC icon
Intel
INTC
+$1.61M

Sector Composition

1 Financials 17.41%
2 Technology 16.67%
3 Healthcare 13.01%
4 Consumer Discretionary 9.23%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.94%
62,693
-3,214
27
$3.28M 0.93%
64,893
+1,480
28
$3.26M 0.93%
48,780
+40
29
$3.18M 0.9%
26,364
-10,693
30
$3.1M 0.88%
33,026
-494
31
$3M 0.85%
35,307
+6,196
32
$2.88M 0.82%
+55,656
33
$2.87M 0.82%
56,248
-10,403
34
$2.82M 0.8%
13,737
+8,340
35
$2.79M 0.79%
140,194
-17,784
36
$2.76M 0.79%
45,620
+16,752
37
$2.74M 0.78%
43,030
-1,007
38
$2.63M 0.75%
37,688
+1,057
39
$2.62M 0.75%
27,707
-506
40
$2.59M 0.74%
51,922
-20,176
41
$2.48M 0.7%
14,878
-1,303
42
$2.46M 0.7%
68,313
-1,076
43
$2.46M 0.7%
13,732
-1,168
44
$2.46M 0.7%
17,861
+3,716
45
$2.45M 0.7%
36,540
+18,660
46
$2.42M 0.69%
140,972
+26,514
47
$2.26M 0.64%
+42,113
48
$2.17M 0.62%
11,576
+7,811
49
$2.13M 0.61%
11,870
+2,688
50
$2.08M 0.59%
+14,093
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