CIP

Convergence Investment Partners Portfolio holdings

AUM $611M
1-Year Est. Return 61.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+61.48%
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
776
$7K ﹤0.01%
+174
777
$7K ﹤0.01%
+49
778
$7K ﹤0.01%
+50
779
$7K ﹤0.01%
+49
780
$6K ﹤0.01%
+861
781
$6K ﹤0.01%
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782
$6K ﹤0.01%
+91
783
$6K ﹤0.01%
+28
784
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785
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786
$6K ﹤0.01%
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787
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788
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789
$6K ﹤0.01%
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790
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791
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795
$6K ﹤0.01%
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797
$6K ﹤0.01%
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798
$6K ﹤0.01%
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799
$6K ﹤0.01%
+1,144
800
$6K ﹤0.01%
+151
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