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
$170M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
242
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.28M
3
+$1.18M
4
STT icon
State Street
STT
+$1.16M
5
SPG icon
Simon Property Group
SPG
+$1.12M

Top Sells

1
+$1.28M
2
+$1.24M
3
+$1.04M
4
CC icon
Chemours
CC
+$992K
5
EXR icon
Extra Space Storage
EXR
+$952K

Sector Composition

1 Technology 21.58%
2 Healthcare 16.58%
3 Financials 14.23%
4 Consumer Discretionary 8.61%
5 Consumer Staples 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.24%
704
+6
102
$393K 0.23%
810
-29
103
$385K 0.23%
548
-209
104
$375K 0.22%
1,726
-532
105
$368K 0.22%
11,250
+661
106
$365K 0.21%
1,823
-21
107
$357K 0.21%
1,004
+49
108
$352K 0.21%
1,258
-13
109
$347K 0.2%
+694
110
$343K 0.2%
+1,717
111
$341K 0.2%
741
-4
112
$340K 0.2%
623
+44
113
$338K 0.2%
5,994
+540
114
$332K 0.2%
+4,347
115
$330K 0.19%
3,296
+226
116
$329K 0.19%
+2,124
117
$326K 0.19%
1,140
-1,041
118
$323K 0.19%
+5,715
119
$321K 0.19%
3,172
-30
120
$311K 0.18%
3,136
-56
121
$304K 0.18%
3,555
-592
122
$296K 0.17%
+4,455
123
$290K 0.17%
1,296
-10
124
$289K 0.17%
1,993
+9
125
$286K 0.17%
2,985
-521
3 4
5
6 7