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
501
$33K ﹤0.01%
+6,769
502
$32K ﹤0.01%
+293
503
$32K ﹤0.01%
+722
504
$32K ﹤0.01%
759
-77,717
505
$32K ﹤0.01%
+1,260
506
$32K ﹤0.01%
+1,967
507
$32K ﹤0.01%
+200
508
$32K ﹤0.01%
+578
509
$31K ﹤0.01%
+637
510
$31K ﹤0.01%
+1,671
511
$31K ﹤0.01%
+1,348
512
$31K ﹤0.01%
+650
513
$31K ﹤0.01%
+756
514
$31K ﹤0.01%
384
-15,137
515
$31K ﹤0.01%
+1,500
516
$31K ﹤0.01%
+1,123
517
$31K ﹤0.01%
+564
518
$31K ﹤0.01%
+365
519
$30K ﹤0.01%
875
-54,916
520
$30K ﹤0.01%
+1,565
521
$30K ﹤0.01%
355
-16,787
522
$29K ﹤0.01%
+264
523
$29K ﹤0.01%
+556
524
$29K ﹤0.01%
+494
525
$29K ﹤0.01%
+691
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