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
626
$17K ﹤0.01%
361
-37,404
627
$17K ﹤0.01%
+149
628
$17K ﹤0.01%
+1,071
629
$16K ﹤0.01%
+374
630
$16K ﹤0.01%
+400
631
$16K ﹤0.01%
+325
632
$16K ﹤0.01%
+109
633
$16K ﹤0.01%
+747
634
$15K ﹤0.01%
+406
635
$15K ﹤0.01%
+4,620
636
$15K ﹤0.01%
+287
637
$15K ﹤0.01%
+239
638
$15K ﹤0.01%
+140
639
$15K ﹤0.01%
844
-18,191
640
$15K ﹤0.01%
+339
641
$15K ﹤0.01%
+658
642
$15K ﹤0.01%
+606
643
$15K ﹤0.01%
+1,360
644
$15K ﹤0.01%
+242
645
$15K ﹤0.01%
+381
646
$15K ﹤0.01%
+324
647
$14K ﹤0.01%
+2,143
648
$14K ﹤0.01%
+1,034
649
$14K ﹤0.01%
+230
650
$14K ﹤0.01%
+320
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