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
926
$3K ﹤0.01%
+46
927
$2K ﹤0.01%
+37
928
$2K ﹤0.01%
+37
929
$2K ﹤0.01%
+19
930
$2K ﹤0.01%
+11
931
$2K ﹤0.01%
+34
932
$2K ﹤0.01%
+37
933
$2K ﹤0.01%
+40
934
$2K ﹤0.01%
+97
935
$2K ﹤0.01%
35
-20,044
936
$2K ﹤0.01%
+25
937
$2K ﹤0.01%
+66
938
$2K ﹤0.01%
+66
939
$2K ﹤0.01%
+598
940
$2K ﹤0.01%
+102
941
$2K ﹤0.01%
+148
942
$2K ﹤0.01%
+7
943
$2K ﹤0.01%
+38
944
$2K ﹤0.01%
+109
945
$2K ﹤0.01%
+45
946
$2K ﹤0.01%
+72
947
$2K ﹤0.01%
+45
948
$2K ﹤0.01%
+78
949
$2K ﹤0.01%
+15
950
$2K ﹤0.01%
+9
36 37
38
39 40