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
701
$10K ﹤0.01%
+204
702
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+221
703
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+124
704
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+8
705
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706
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707
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+153
708
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+44
709
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+787
710
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+118
711
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712
$9K ﹤0.01%
141
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713
$9K ﹤0.01%
+542
714
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715
$9K ﹤0.01%
+516
716
$9K ﹤0.01%
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717
$9K ﹤0.01%
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718
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719
$9K ﹤0.01%
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720
$9K ﹤0.01%
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721
$9K ﹤0.01%
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722
$9K ﹤0.01%
+121
723
$9K ﹤0.01%
+210
724
$9K ﹤0.01%
+2,053
725
$9K ﹤0.01%
+409