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
$352M
AUM Growth
-$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.26M
3
+$2.08M
4
LYB icon
LyondellBasell Industries
LYB
+$1.75M
5
META icon
Meta Platforms (Facebook)
META
+$1.71M

Top Sells

1
+$2.56M
2
+$2.2M
3
+$1.9M
4
IPG
Interpublic Group of Companies
IPG
+$1.63M
5
INTC icon
Intel
INTC
+$1.61M

Sector Composition

1 Financials 17.41%
2 Technology 16.67%
3 Healthcare 13.01%
4 Consumer Discretionary 9.23%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.49M 0.42%
5,014
-1,514
77
$1.46M 0.41%
9,594
-840
78
$1.44M 0.41%
12,958
-2,942
79
$1.42M 0.4%
26,013
-89
80
$1.4M 0.4%
+69,786
81
$1.4M 0.4%
15,405
-766
82
$1.38M 0.39%
31,533
-218
83
$1.37M 0.39%
+18,288
84
$1.37M 0.39%
33,208
-11,784
85
$1.37M 0.39%
44,833
+6,108
86
$1.36M 0.39%
18,300
+11,644
87
$1.35M 0.38%
13,152
-1,467
88
$1.34M 0.38%
+22,271
89
$1.33M 0.38%
+30,495
90
$1.33M 0.38%
40,576
-2,545
91
$1.32M 0.38%
11,844
-1,169
92
$1.32M 0.38%
+34,698
93
$1.29M 0.37%
9,093
-218
94
$1.29M 0.37%
14,167
-11,914
95
$1.25M 0.36%
14,885
-3,842
96
$1.25M 0.36%
8,503
-299
97
$1.24M 0.35%
18,200
-4,634
98
$1.23M 0.35%
24,159
-2,360
99
$1.2M 0.34%
5,280
-32
100
$1.19M 0.34%
27,372
-5,495
2 3
4
5 6