CIP

Convergence Investment Partners Portfolio holdings

AUM $503M
1-Year Est. Return 50.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.39%
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
+$5.93M
2
+$5.05M
3
+$4.9M
4
YELP icon
Yelp
YELP
+$4.72M
5
NSC icon
Norfolk Southern
NSC
+$4.51M

Top Sells

1
+$6.01M
2
+$5M
3
+$4.91M
4
CPA icon
Copa Holdings
CPA
+$4.6M
5
LOW icon
Lowe's Companies
LOW
+$4.43M

Sector Composition

1 Financials 17.19%
2 Technology 14.55%
3 Healthcare 13.55%
4 Industrials 12.49%
5 Consumer Discretionary 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$9K ﹤0.01%
+484
727
$9K ﹤0.01%
+2,460
728
$9K ﹤0.01%
+235
729
$9K ﹤0.01%
+1,181
730
$9K ﹤0.01%
+150
731
$9K ﹤0.01%
+118
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
28 29
30
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