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
$170M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$1.18M
4
STT icon
State Street
STT
+$1.16M
5
SPG icon
Simon Property Group
SPG
+$1.12M

Top Sells

1
+$1.28M
2
+$1.24M
3
+$1.04M
4
CC icon
Chemours
CC
+$992K
5
EXR icon
Extra Space Storage
EXR
+$952K

Sector Composition

1 Technology 21.58%
2 Healthcare 16.58%
3 Financials 14.23%
4 Consumer Discretionary 8.61%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.68%
+15,361
52
$1.13M 0.67%
21,789
-1,808
53
$1.13M 0.67%
30,156
+6,879
54
$1.13M 0.66%
28,445
-7,065
55
$1.12M 0.66%
5,302
+507
56
$1.12M 0.66%
14,113
+2,067
57
$1.12M 0.66%
+9,984
58
$1.1M 0.65%
19,064
-4,463
59
$1.1M 0.64%
18,260
-296
60
$1.06M 0.62%
28,352
-18,966
61
$1.04M 0.61%
+26,818
62
$1.03M 0.61%
6,650
-262
63
$1.02M 0.6%
29,619
-3,843
64
$1.01M 0.59%
36,280
-1,090
65
$988K 0.58%
11,945
-1,602
66
$964K 0.57%
11,472
+209
67
$962K 0.57%
4,636
+2,331
68
$923K 0.54%
1,954
-413
69
$912K 0.54%
+12,661
70
$906K 0.53%
4,017
-284
71
$887K 0.52%
3,888
-3,112
72
$858K 0.5%
23,796
-10,604
73
$826K 0.49%
5,553
+78
74
$822K 0.48%
+10,506
75
$804K 0.47%
+43,307
1 2
3
4 5