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
826
$5K ﹤0.01%
+692
827
$5K ﹤0.01%
+224
828
$5K ﹤0.01%
+386
829
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+320
830
$5K ﹤0.01%
+35
831
$5K ﹤0.01%
+351
832
$5K ﹤0.01%
+351
833
$5K ﹤0.01%
+139
834
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+29
835
$5K ﹤0.01%
+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%
+507
843
$5K ﹤0.01%
+635
844
$5K ﹤0.01%
+61
845
$5K ﹤0.01%
+38
846
$5K ﹤0.01%
+304
847
$5K ﹤0.01%
+196
848
$5K ﹤0.01%
+374
849
$5K ﹤0.01%
+118
850
$5K ﹤0.01%
+411
32 33
34
35 36