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
801
$6K ﹤0.01%
+65
802
$6K ﹤0.01%
+165
803
$6K ﹤0.01%
+171
804
$6K ﹤0.01%
+276
805
$6K ﹤0.01%
+51
806
$6K ﹤0.01%
+94
807
$6K ﹤0.01%
+192
808
$6K ﹤0.01%
+345
809
$6K ﹤0.01%
+505
810
$6K ﹤0.01%
+450
811
$6K ﹤0.01%
+1,144
812
$6K ﹤0.01%
+151
813
$6K ﹤0.01%
+317
814
$5K ﹤0.01%
+74
815
$5K ﹤0.01%
+547
816
$5K ﹤0.01%
+61
817
$5K ﹤0.01%
+89
818
$5K ﹤0.01%
+105
819
$5K ﹤0.01%
+308
820
$5K ﹤0.01%
+75
821
$5K ﹤0.01%
+20
822
$5K ﹤0.01%
+692
823
$5K ﹤0.01%
+224
824
$5K ﹤0.01%
+54
825
$5K ﹤0.01%
+71
31 32
33
34 35