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
651
$14K ﹤0.01%
378
-9,553
652
$14K ﹤0.01%
+107
653
$14K ﹤0.01%
344
-45,614
654
$14K ﹤0.01%
+576
655
$14K ﹤0.01%
+175
656
$14K ﹤0.01%
+2,539
657
$14K ﹤0.01%
+5
658
$14K ﹤0.01%
+833
659
$14K ﹤0.01%
+361
660
$14K ﹤0.01%
+612
661
$13K ﹤0.01%
+201
662
$13K ﹤0.01%
+202
663
$13K ﹤0.01%
+463
664
$13K ﹤0.01%
+150
665
$13K ﹤0.01%
+445
666
$13K ﹤0.01%
+278
667
$13K ﹤0.01%
+136
668
$13K ﹤0.01%
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669
$13K ﹤0.01%
+859
670
$12K ﹤0.01%
+330
671
$12K ﹤0.01%
+767
672
$12K ﹤0.01%
+181
673
$12K ﹤0.01%
+699
674
$12K ﹤0.01%
+753
675
$12K ﹤0.01%
+198
25 26
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