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
$758M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.59M
3
+$5.05M
4
MMM icon
3M
MMM
+$4.83M
5
VSH icon
Vishay Intertechnology
VSH
+$4.74M

Top Sells

1
+$7.37M
2
+$6.51M
3
+$6.23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.11M
5
LMT icon
Lockheed Martin
LMT
+$5.06M

Sector Composition

1 Technology 15.52%
2 Financials 13.49%
3 Industrials 12.14%
4 Energy 10.49%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.73M 0.49%
178,354
+22,140
52
$3.69M 0.49%
+2,516
53
$3.69M 0.49%
+61,892
54
$3.67M 0.48%
+101,130
55
$3.66M 0.48%
107,687
+3,490
56
$3.66M 0.48%
+71,282
57
$3.57M 0.47%
60,223
+6,893
58
$3.54M 0.47%
+40,490
59
$3.5M 0.46%
+58,700
60
$3.48M 0.46%
89,240
-33,872
61
$3.48M 0.46%
196,975
+106,690
62
$3.47M 0.46%
24,309
+20,572
63
$3.4M 0.45%
36,152
+24,867
64
$3.33M 0.44%
68,108
-70,372
65
$3.28M 0.43%
101,557
-43,136
66
$3.22M 0.43%
208,548
+23,408
67
$3.18M 0.42%
94,563
-7,938
68
$3.18M 0.42%
50,746
+18,802
69
$3.17M 0.42%
19,756
-31,487
70
$3.09M 0.41%
276,331
+93,881
71
$3.08M 0.41%
109,096
+43,663
72
$3.08M 0.41%
37,989
+2,879
73
$3.07M 0.4%
+36,341
74
$3.05M 0.4%
187,980
+31,180
75
$3M 0.4%
+38,037
1 2
3
4 5