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
976
$1K ﹤0.01%
+11
977
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+31
978
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+9
979
$1K ﹤0.01%
+31
980
$1K ﹤0.01%
+24
981
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+8
982
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+50
983
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+25
984
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+9
985
$1K ﹤0.01%
+137
986
$1K ﹤0.01%
+9
987
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+20
988
$1K ﹤0.01%
+15
989
$1K ﹤0.01%
51
-62,600
990
$1K ﹤0.01%
+48
991
$1K ﹤0.01%
+11
992
$1K ﹤0.01%
+48
993
$1K ﹤0.01%
+24
994
$1K ﹤0.01%
+21
995
$1K ﹤0.01%
+73
996
$1K ﹤0.01%
+11
997
$1K ﹤0.01%
+36
998
$1K ﹤0.01%
+24
999
$1K ﹤0.01%
+21
1000
$1K ﹤0.01%
+120
38 39
40
41 42