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
601
$20K ﹤0.01%
+2,187
602
$19K ﹤0.01%
+285
603
$19K ﹤0.01%
+548
604
$19K ﹤0.01%
+607
605
$19K ﹤0.01%
+385
606
$19K ﹤0.01%
+175
607
$19K ﹤0.01%
+988
608
$19K ﹤0.01%
+324
609
$19K ﹤0.01%
+327
610
$19K ﹤0.01%
+1,177
611
$18K ﹤0.01%
+257
612
$18K ﹤0.01%
+44
613
$18K ﹤0.01%
+480
614
$18K ﹤0.01%
+506
615
$18K ﹤0.01%
+397
616
$18K ﹤0.01%
+1,090
617
$18K ﹤0.01%
+2,055
618
$17K ﹤0.01%
+198
619
$17K ﹤0.01%
+294
620
$17K ﹤0.01%
+173
621
$17K ﹤0.01%
+633
622
$17K ﹤0.01%
+2,580
623
$17K ﹤0.01%
+344
624
$17K ﹤0.01%
+2,743
625
$17K ﹤0.01%
+296
23 24
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