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
126
$1.02M 0.29%
6,317
-912
127
$1.02M 0.29%
+39,219
128
$1.02M 0.29%
18,583
-934
129
$981K 0.28%
40,680
-8,859
130
$980K 0.28%
6,716
-64
131
$973K 0.28%
+11,047
132
$972K 0.28%
42,089
-70,548
133
$970K 0.28%
16,604
-2,039
134
$949K 0.27%
+23,377
135
$939K 0.27%
8,249
-857
136
$937K 0.27%
+31,300
137
$930K 0.26%
29,340
-10,677
138
$918K 0.26%
21,400
-2,918
139
$918K 0.26%
5,272
+4,096
140
$913K 0.26%
41,952
-10,700
141
$909K 0.26%
+5,576
142
$903K 0.26%
+12,503
143
$903K 0.26%
+7,543
144
$895K 0.25%
+6,008
145
$894K 0.25%
13,817
+2,122
146
$883K 0.25%
+39,994
147
$877K 0.25%
1,803
+35
148
$873K 0.25%
8,443
+7,121
149
$871K 0.25%
+3,116
150
$869K 0.25%
+37,009
4 5
6
7 8