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
951
$2K ﹤0.01%
+1
952
$2K ﹤0.01%
+11
953
$2K ﹤0.01%
+90
954
$2K ﹤0.01%
+54
955
$2K ﹤0.01%
+6
956
$2K ﹤0.01%
+84
957
$2K ﹤0.01%
+129
958
$2K ﹤0.01%
+885
959
$2K ﹤0.01%
+10
960
$2K ﹤0.01%
+119
961
$2K ﹤0.01%
+50
962
$2K ﹤0.01%
+215
963
$2K ﹤0.01%
+114
964
$2K ﹤0.01%
+91
965
$2K ﹤0.01%
+255
966
$2K ﹤0.01%
+58
967
$2K ﹤0.01%
+36
968
$2K ﹤0.01%
+19
969
$2K ﹤0.01%
+598
970
$2K ﹤0.01%
+102
971
$2K ﹤0.01%
+148
972
$2K ﹤0.01%
+7
973
$2K ﹤0.01%
+9
974
$1K ﹤0.01%
+194
975
$1K ﹤0.01%
+4
37 38
39
40 41