CIP

Convergence Investment Partners Portfolio holdings

AUM $611M
1-Year Est. Return 61.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+61.48%
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%
+119
952
$2K ﹤0.01%
+50
953
$2K ﹤0.01%
+215
954
$2K ﹤0.01%
+114
955
$2K ﹤0.01%
+91
956
$2K ﹤0.01%
+255
957
$2K ﹤0.01%
+58
958
$2K ﹤0.01%
+36
959
$2K ﹤0.01%
+19
960
$2K ﹤0.01%
+598
961
$2K ﹤0.01%
+102
962
$2K ﹤0.01%
+148
963
$2K ﹤0.01%
+7
964
$2K ﹤0.01%
+21
965
$2K ﹤0.01%
+34
966
$2K ﹤0.01%
+24
967
$2K ﹤0.01%
+1
968
$2K ﹤0.01%
+11
969
$2K ﹤0.01%
+90
970
$2K ﹤0.01%
+54
971
$2K ﹤0.01%
+6
972
$2K ﹤0.01%
+84
973
$2K ﹤0.01%
+129
974
$1K ﹤0.01%
+194
975
$1K ﹤0.01%
+4
37 38
39
40 41