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
126
$283K 0.17%
+2,269
127
$282K 0.17%
2,300
-26
128
$280K 0.16%
4,525
-1,545
129
$278K 0.16%
1,773
+575
130
$277K 0.16%
1,671
-12
131
$276K 0.16%
+6,373
132
$276K 0.16%
1,930
-25
133
$274K 0.16%
+3,322
134
$272K 0.16%
+834
135
$272K 0.16%
+696
136
$271K 0.16%
+177
137
$270K 0.16%
1,047
-133
138
$265K 0.16%
1,314
-26
139
$261K 0.15%
990
+30
140
$258K 0.15%
+1,400
141
$256K 0.15%
1,341
-20
142
$256K 0.15%
5,553
-2,050
143
$254K 0.15%
+2,589
144
$253K 0.15%
613
+13
145
$253K 0.15%
12,244
+4,520
146
$247K 0.15%
+1,852
147
$241K 0.14%
2,315
-26
148
$240K 0.14%
733
-6
149
$234K 0.14%
+10,296
150
$233K 0.14%
+3,188
4 5
6
7 8