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
$891M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.64M
3
+$9.61M
4
IBM icon
IBM
IBM
+$7.47M
5
COF icon
Capital One
COF
+$7.13M

Top Sells

1
+$10.7M
2
+$7.59M
3
+$6.61M
4
LXP icon
LXP Industrial Trust
LXP
+$6.17M
5
MCO icon
Moody's
MCO
+$6.05M

Sector Composition

1 Financials 14.92%
2 Healthcare 13.63%
3 Technology 13.12%
4 Industrials 11.62%
5 Consumer Discretionary 10.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.6M 0.29%
18,929
-31,396
127
$2.6M 0.29%
37,122
+23,222
128
$2.58M 0.29%
91,354
+57,254
129
$2.56M 0.29%
+80,460
130
$2.54M 0.29%
+97,002
131
$2.53M 0.28%
63,489
-25,998
132
$2.52M 0.28%
11,624
-72
133
$2.51M 0.28%
49,954
-9,964
134
$2.47M 0.28%
19,493
+2,936
135
$2.46M 0.28%
90,622
-90,158
136
$2.43M 0.27%
43,023
-2,642
137
$2.43M 0.27%
+72,600
138
$2.42M 0.27%
+134,840
139
$2.42M 0.27%
35,875
-162
140
$2.4M 0.27%
82,356
+18,850
141
$2.38M 0.27%
104,562
+40,770
142
$2.35M 0.26%
+50,330
143
$2.35M 0.26%
+39,414
144
$2.35M 0.26%
+181,820
145
$2.33M 0.26%
102,252
+25,740
146
$2.32M 0.26%
45,806
-1,690
147
$2.32M 0.26%
20,846
+2,970
148
$2.26M 0.25%
40,356
-3,334
149
$2.25M 0.25%
34,662
+190
150
$2.23M 0.25%
+123,318
4 5
6
7 8