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
$891M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.64M
3
+$9.61M
4
IBM icon
IBM
IBM
+$7.47M
5
COF icon
Capital One
COF
+$7.13M

Top Sells

1
+$10.7M
2
+$7.59M
3
+$6.61M
4
LXP icon
LXP Industrial Trust
LXP
+$6.17M
5
MCO icon
Moody's
MCO
+$6.05M

Sector Composition

1 Financials 14.92%
2 Healthcare 13.63%
3 Technology 13.12%
4 Industrials 11.62%
5 Consumer Discretionary 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.74M 0.53%
+62,624
52
$4.73M 0.53%
45,570
+2,183
53
$4.68M 0.52%
123,888
-7,820
54
$4.67M 0.52%
130,139
+4,138
55
$4.62M 0.52%
43,883
-7,433
56
$4.62M 0.52%
258,008
+80,764
57
$4.6M 0.52%
+172,727
58
$4.58M 0.51%
5,563,600
-875,720
59
$4.55M 0.51%
42,630
-10,920
60
$4.54M 0.51%
127,349
+2,098
61
$4.47M 0.5%
136,670
+50,050
62
$4.43M 0.5%
215,437
+27,518
63
$4.37M 0.49%
143,813
-65,761
64
$4.36M 0.49%
35,462
-521
65
$4.35M 0.49%
+22,069
66
$4.35M 0.49%
83,941
-14,987
67
$4.33M 0.49%
236,134
+93,474
68
$4.33M 0.49%
103,441
-11,377
69
$4.31M 0.48%
110,282
+480
70
$4.31M 0.48%
140,617
-194,040
71
$4.26M 0.48%
+48,797
72
$4.23M 0.48%
125,300
-39,300
73
$4.19M 0.47%
+175,658
74
$4.16M 0.47%
+32,825
75
$4.16M 0.47%
38,468
+180
1 2
3
4 5