CIP

Convergence Investment Partners Portfolio holdings

AUM $503M
1-Year Est. Return 50.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+50.39%
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
976
$1K ﹤0.01%
+20
977
$1K ﹤0.01%
+15
978
$1K ﹤0.01%
51
-62,600
979
$1K ﹤0.01%
+48
980
$1K ﹤0.01%
+11
981
$1K ﹤0.01%
+194
982
$1K ﹤0.01%
+4
983
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+11
984
$1K ﹤0.01%
+31
985
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+9
986
$1K ﹤0.01%
+31
987
$1K ﹤0.01%
+24
988
$1K ﹤0.01%
+8
989
$1K ﹤0.01%
+50
990
$1K ﹤0.01%
+25
991
$1K ﹤0.01%
+9
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