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
676
$12K ﹤0.01%
+253
677
$12K ﹤0.01%
+126
678
$12K ﹤0.01%
+201
679
$11K ﹤0.01%
+312
680
$11K ﹤0.01%
+224
681
$11K ﹤0.01%
+125
682
$11K ﹤0.01%
+1,387
683
$11K ﹤0.01%
+151
684
$11K ﹤0.01%
+100
685
$11K ﹤0.01%
+1,245
686
$11K ﹤0.01%
+35
687
$11K ﹤0.01%
+455
688
$11K ﹤0.01%
+2,689
689
$11K ﹤0.01%
+3,484
690
$11K ﹤0.01%
+2,445
691
$11K ﹤0.01%
550
-88,024
692
$11K ﹤0.01%
+331
693
$10K ﹤0.01%
+229
694
$10K ﹤0.01%
+1,232
695
$10K ﹤0.01%
+840
696
$10K ﹤0.01%
+276
697
$10K ﹤0.01%
385
-109,518
698
$10K ﹤0.01%
+159
699
$10K ﹤0.01%
+50
700
$10K ﹤0.01%
+314
26 27
28
29 30