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
$758M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
485
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$5.59M
3
+$5.05M
4
MMM icon
3M
MMM
+$4.83M
5
VSH icon
Vishay Intertechnology
VSH
+$4.74M

Top Sells

1
+$7.37M
2
+$6.51M
3
+$6.23M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.11M
5
LMT icon
Lockheed Martin
LMT
+$5.06M

Sector Composition

1 Technology 15.52%
2 Financials 13.49%
3 Industrials 12.14%
4 Energy 10.49%
5 Healthcare 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.99M 0.39%
36,587
+62
77
$2.97M 0.39%
164,502
+86,792
78
$2.94M 0.39%
85,099
+43,319
79
$2.92M 0.39%
37,002
+2,429
80
$2.92M 0.39%
77,756
+14,780
81
$2.91M 0.38%
131,000
+41,720
82
$2.89M 0.38%
20,190
+3,290
83
$2.88M 0.38%
+61,752
84
$2.84M 0.37%
+33,650
85
$2.79M 0.37%
17,374
-3,641
86
$2.78M 0.37%
+43,595
87
$2.77M 0.36%
19,282
+1,670
88
$2.76M 0.36%
+48,152
89
$2.76M 0.36%
149,307
+1,349
90
$2.76M 0.36%
+87,940
91
$2.75M 0.36%
42,836
-3,394
92
$2.74M 0.36%
102,160
-6
93
$2.74M 0.36%
33,818
-8,047
94
$2.71M 0.36%
6,912
+4,831
95
$2.71M 0.36%
27,703
-5,929
96
$2.69M 0.36%
33,969
-35,870
97
$2.69M 0.35%
69,092
+18,280
98
$2.67M 0.35%
36,726
99
$2.66M 0.35%
+24,850
100
$2.64M 0.35%
36,320
+33,476
2 3
4
5 6