CIP

Convergence Investment Partners Portfolio holdings

AUM $503M
1-Year Est. Return 50.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.39%
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
+$5.93M
2
+$5.05M
3
+$4.9M
4
YELP icon
Yelp
YELP
+$4.72M
5
NSC icon
Norfolk Southern
NSC
+$4.51M

Top Sells

1
+$6.01M
2
+$5M
3
+$4.91M
4
CPA icon
Copa Holdings
CPA
+$4.6M
5
LOW icon
Lowe's Companies
LOW
+$4.43M

Sector Composition

1 Financials 17.19%
2 Technology 14.55%
3 Healthcare 13.55%
4 Industrials 12.49%
5 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$22K ﹤0.01%
+111
577
$22K ﹤0.01%
+1,303
578
$22K ﹤0.01%
+1,400
579
$22K ﹤0.01%
+617
580
$22K ﹤0.01%
+146
581
$22K ﹤0.01%
+184
582
$21K ﹤0.01%
+2,855
583
$21K ﹤0.01%
+630
584
$21K ﹤0.01%
+279
585
$21K ﹤0.01%
+283
586
$21K ﹤0.01%
+145
587
$21K ﹤0.01%
821
-49,681
588
$21K ﹤0.01%
379
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589
$21K ﹤0.01%
+1,082
590
$21K ﹤0.01%
626
591
$21K ﹤0.01%
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592
$20K ﹤0.01%
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593
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594
$20K ﹤0.01%
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595
$20K ﹤0.01%
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596
$20K ﹤0.01%
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597
$20K ﹤0.01%
259
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598
$20K ﹤0.01%
793
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599
$20K ﹤0.01%
+183
600
$20K ﹤0.01%
+253
22 23
24
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