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
126
$2.11M 0.28%
+66,950
127
$2.11M 0.28%
163,217
+10,459
128
$2.08M 0.27%
+121,220
129
$2.06M 0.27%
+43,887
130
$2.02M 0.27%
80,691
+20,064
131
$2M 0.26%
59,625
-38,996
132
$1.99M 0.26%
+26,072
133
$1.99M 0.26%
58,060
+13,671
134
$1.95M 0.26%
21,123
+13,021
135
$1.94M 0.26%
33,534
+11,118
136
$1.93M 0.25%
59,913
-7,947
137
$1.88M 0.25%
30,888
-8,047
138
$1.87M 0.25%
57,030
139
$1.87M 0.25%
213,555
+70,148
140
$1.86M 0.25%
59,730
141
$1.84M 0.24%
+92,980
142
$1.81M 0.24%
+82,191
143
$1.8M 0.24%
90,642
+32,320
144
$1.79M 0.24%
94,683
-88,154
145
$1.78M 0.23%
22,045
-4,095
146
$1.77M 0.23%
36,300
+14,136
147
$1.76M 0.23%
+25,645
148
$1.72M 0.23%
+30,833
149
$1.7M 0.22%
+111,510
150
$1.69M 0.22%
+53,608
4 5
6
7 8