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
101
$2.63M 0.35%
22,611
-12,520
102
$2.58M 0.34%
+36,279
103
$2.55M 0.34%
65,924
-4,756
104
$2.51M 0.33%
84,345
+32,062
105
$2.51M 0.33%
77,694
-836
106
$2.5M 0.33%
28,018
-4,345
107
$2.5M 0.33%
45,482
+32,073
108
$2.49M 0.33%
107,638
-23
109
$2.44M 0.32%
265,515
+44,363
110
$2.44M 0.32%
40,034
-6,445
111
$2.42M 0.32%
+36,407
112
$2.4M 0.32%
51,819
+19,400
113
$2.4M 0.32%
+82,696
114
$2.4M 0.32%
52,325
+27,890
115
$2.38M 0.31%
+17,122
116
$2.38M 0.31%
72,087
+21,687
117
$2.35M 0.31%
+44,447
118
$2.33M 0.31%
93,608
-121,316
119
$2.32M 0.31%
48,613
+23,320
120
$2.31M 0.31%
+98,505
121
$2.22M 0.29%
+142,496
122
$2.2M 0.29%
56,628
+31,003
123
$2.16M 0.29%
+226,416
124
$2.14M 0.28%
+140,700
125
$2.12M 0.28%
37,724
-6,658
3 4
5
6 7