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
751
$7K ﹤0.01%
+80
752
$7K ﹤0.01%
+37
753
$7K ﹤0.01%
+356
754
$7K ﹤0.01%
+429
755
$7K ﹤0.01%
+168
756
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+516
757
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+205
758
$7K ﹤0.01%
+740
759
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+21
760
$7K ﹤0.01%
+1,112
761
$7K ﹤0.01%
+120
762
$7K ﹤0.01%
+556
763
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+87
764
$7K ﹤0.01%
+179
765
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+82
766
$7K ﹤0.01%
+155
767
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+106
768
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+149
769
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770
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771
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+99
772
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+54
773
$7K ﹤0.01%
+188
774
$7K ﹤0.01%
+201
775
$7K ﹤0.01%
+463