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
876
$4K ﹤0.01%
168
-76,719
877
$4K ﹤0.01%
+44
878
$4K ﹤0.01%
+72
879
$4K ﹤0.01%
+172
880
$4K ﹤0.01%
+233
881
$4K ﹤0.01%
+328
882
$4K ﹤0.01%
+80
883
$4K ﹤0.01%
90
-152,614
884
$4K ﹤0.01%
+235
885
$4K ﹤0.01%
+107
886
$4K ﹤0.01%
+158
887
$4K ﹤0.01%
+175
888
$4K ﹤0.01%
+135
889
$4K ﹤0.01%
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890
$4K ﹤0.01%
30
-31,833
891
$4K ﹤0.01%
+400
892
$4K ﹤0.01%
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893
$4K ﹤0.01%
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894
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895
$4K ﹤0.01%
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$3K ﹤0.01%
+175
897
$3K ﹤0.01%
+27
898
$3K ﹤0.01%
+87
899
$3K ﹤0.01%
+80
900
$3K ﹤0.01%
+40
34 35
36
37 38