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
$352M
AUM Growth
-$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.26M
3
+$2.08M
4
LYB icon
LyondellBasell Industries
LYB
+$1.75M
5
META icon
Meta Platforms (Facebook)
META
+$1.71M

Top Sells

1
+$2.56M
2
+$2.2M
3
+$1.9M
4
IPG
Interpublic Group of Companies
IPG
+$1.63M
5
INTC icon
Intel
INTC
+$1.61M

Sector Composition

1 Financials 17.41%
2 Technology 16.67%
3 Healthcare 13.01%
4 Consumer Discretionary 9.23%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.59%
6,922
-338
52
$1.96M 0.56%
105,623
-15,794
53
$1.96M 0.56%
33,429
+14,217
54
$1.93M 0.55%
30,036
+9,121
55
$1.9M 0.54%
61,816
-30,749
56
$1.82M 0.52%
21,428
-13,971
57
$1.8M 0.51%
8,538
+6,935
58
$1.79M 0.51%
56,670
-33,970
59
$1.76M 0.5%
21,742
-18,643
60
$1.75M 0.5%
+18,521
61
$1.75M 0.5%
9,659
-165
62
$1.74M 0.49%
18,447
-314
63
$1.73M 0.49%
5,311
+1,246
64
$1.66M 0.47%
39,520
+1,060
65
$1.65M 0.47%
28,030
-428
66
$1.61M 0.46%
49,094
+42,797
67
$1.61M 0.46%
45,300
+1,288
68
$1.58M 0.45%
54,030
-9,110
69
$1.53M 0.43%
71,585
-24,085
70
$1.52M 0.43%
3,131
+2,637
71
$1.51M 0.43%
10,940
+551
72
$1.51M 0.43%
21,790
-1,146
73
$1.51M 0.43%
13,273
-10,255
74
$1.5M 0.43%
+37,395
75
$1.49M 0.42%
26,922
+18,224
1 2
3
4 5