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
851
$5K ﹤0.01%
+374
852
$5K ﹤0.01%
+118
853
$5K ﹤0.01%
+411
854
$5K ﹤0.01%
+297
855
$5K ﹤0.01%
+372
856
$5K ﹤0.01%
+288
857
$5K ﹤0.01%
+339
858
$4K ﹤0.01%
+350
859
$4K ﹤0.01%
+30
860
$4K ﹤0.01%
+118
861
$4K ﹤0.01%
+109
862
$4K ﹤0.01%
+102
863
$4K ﹤0.01%
+546
864
$4K ﹤0.01%
+120
865
$4K ﹤0.01%
+113
866
$4K ﹤0.01%
+207
867
$4K ﹤0.01%
+130
868
$4K ﹤0.01%
+365
869
$4K ﹤0.01%
+566
870
$4K ﹤0.01%
+83
871
$4K ﹤0.01%
+95
872
$4K ﹤0.01%
+7
873
$4K ﹤0.01%
+120
874
$4K ﹤0.01%
+105
875
$4K ﹤0.01%
+54
33 34
35
36 37