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
926
$3K ﹤0.01%
+196
927
$2K ﹤0.01%
+37
928
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+37
929
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+19
930
$2K ﹤0.01%
+11
931
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+34
932
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+37
933
$2K ﹤0.01%
+38
934
$2K ﹤0.01%
+97
935
$2K ﹤0.01%
35
-20,044
936
$2K ﹤0.01%
+25
937
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+66
938
$2K ﹤0.01%
+66
939
$2K ﹤0.01%
+38
940
$2K ﹤0.01%
+109
941
$2K ﹤0.01%
+45
942
$2K ﹤0.01%
+72
943
$2K ﹤0.01%
+45
944
$2K ﹤0.01%
+78
945
$2K ﹤0.01%
+15
946
$2K ﹤0.01%
+30
947
$2K ﹤0.01%
+23
948
$2K ﹤0.01%
+21
949
$2K ﹤0.01%
+34
950
$2K ﹤0.01%
+24
36 37
38
39 40