CIP

Convergence Investment Partners Portfolio holdings

AUM $611M
1-Year Est. Return 61.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+61.48%
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
701
$10K ﹤0.01%
+159
702
$10K ﹤0.01%
+50
703
$10K ﹤0.01%
+314
704
$10K ﹤0.01%
+207
705
$10K ﹤0.01%
+221
706
$10K ﹤0.01%
+124
707
$9K ﹤0.01%
+153
708
$9K ﹤0.01%
+44
709
$9K ﹤0.01%
+787
710
$9K ﹤0.01%
+64
711
$9K ﹤0.01%
141
-8,366
712
$9K ﹤0.01%
+542
713
$9K ﹤0.01%
+373
714
$9K ﹤0.01%
+516
715
$9K ﹤0.01%
+495
716
$9K ﹤0.01%
+429
717
$9K ﹤0.01%
+483
718
$9K ﹤0.01%
+356
719
$9K ﹤0.01%
+421
720
$9K ﹤0.01%
+89
721
$9K ﹤0.01%
+121
722
$9K ﹤0.01%
+210
723
$9K ﹤0.01%
+2,053
724
$9K ﹤0.01%
+409
725
$9K ﹤0.01%
+118
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