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
826
$5K ﹤0.01%
+70
827
$5K ﹤0.01%
+386
828
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+320
829
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+35
830
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+351
831
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+351
832
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+139
833
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+29
834
$5K ﹤0.01%
+90
835
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+8
836
$5K ﹤0.01%
+135
837
$5K ﹤0.01%
+44
838
$5K ﹤0.01%
+215
839
$5K ﹤0.01%
+156
840
$5K ﹤0.01%
+79
841
$5K ﹤0.01%
+61
842
$5K ﹤0.01%
+492
843
$5K ﹤0.01%
+118
844
$5K ﹤0.01%
+210
845
$5K ﹤0.01%
+616
846
$5K ﹤0.01%
+635
847
$5K ﹤0.01%
+61
848
$5K ﹤0.01%
+38
849
$5K ﹤0.01%
+304
850
$5K ﹤0.01%
+196
32 33
34
35 36