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
726
$9K ﹤0.01%
+118
727
$9K ﹤0.01%
+484
728
$9K ﹤0.01%
+2,460
729
$9K ﹤0.01%
+235
730
$9K ﹤0.01%
+1,181
731
$9K ﹤0.01%
+150
732
$8K ﹤0.01%
+83
733
$8K ﹤0.01%
+215
734
$8K ﹤0.01%
+406
735
$8K ﹤0.01%
+1,269
736
$8K ﹤0.01%
+235
737
$8K ﹤0.01%
+1,021
738
$8K ﹤0.01%
+770
739
$8K ﹤0.01%
+564
740
$8K ﹤0.01%
+127
741
$8K ﹤0.01%
+397
742
$8K ﹤0.01%
+175
743
$8K ﹤0.01%
+179
744
$8K ﹤0.01%
+66
745
$8K ﹤0.01%
+48
746
$8K ﹤0.01%
186
-19,307
747
$8K ﹤0.01%
+284
748
$8K ﹤0.01%
+125
749
$8K ﹤0.01%
+13
750
$8K ﹤0.01%
+401