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
951
$2K ﹤0.01%
+30
952
$2K ﹤0.01%
+23
953
$2K ﹤0.01%
+21
954
$2K ﹤0.01%
+34
955
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+24
956
$2K ﹤0.01%
+1
957
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+11
958
$2K ﹤0.01%
+90
959
$2K ﹤0.01%
+54
960
$2K ﹤0.01%
+6
961
$2K ﹤0.01%
+84
962
$2K ﹤0.01%
+129
963
$2K ﹤0.01%
+885
964
$2K ﹤0.01%
+10
965
$2K ﹤0.01%
+119
966
$2K ﹤0.01%
+50
967
$2K ﹤0.01%
+215
968
$2K ﹤0.01%
+114
969
$2K ﹤0.01%
+91
970
$2K ﹤0.01%
+255
971
$2K ﹤0.01%
+58
972
$2K ﹤0.01%
+36
973
$2K ﹤0.01%
+19
974
$1K ﹤0.01%
+137
975
$1K ﹤0.01%
+9
37 38
39
40 41