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
101
$1.19M 0.34%
56,161
-48,818
102
$1.18M 0.34%
+104,830
103
$1.18M 0.34%
+24,271
104
$1.16M 0.33%
10,346
-507
105
$1.16M 0.33%
31,016
-624
106
$1.15M 0.33%
15,595
-1,093
107
$1.14M 0.32%
55,036
-46,949
108
$1.13M 0.32%
+35,589
109
$1.13M 0.32%
82,417
-13,389
110
$1.12M 0.32%
+45,217
111
$1.11M 0.32%
27,890
-2,932
112
$1.11M 0.32%
69,849
-88,076
113
$1.1M 0.31%
27,244
+21,974
114
$1.1M 0.31%
38,310
-2,880
115
$1.1M 0.31%
26,058
-4,199
116
$1.09M 0.31%
17,033
+14,518
117
$1.08M 0.31%
17,645
-3,418
118
$1.08M 0.31%
+16,570
119
$1.07M 0.3%
24,853
+10,690
120
$1.07M 0.3%
12,535
+1,581
121
$1.06M 0.3%
41,699
-21,733
122
$1.05M 0.3%
12,191
-2,106
123
$1.05M 0.3%
21,972
-5,797
124
$1.02M 0.29%
+24,136
125
$1.02M 0.29%
33,316
+2,540
3 4
5
6 7