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
151
$1.68M 0.22%
+34,938
152
$1.68M 0.22%
+203,210
153
$1.66M 0.22%
40,546
+1,088
154
$1.66M 0.22%
+395,508
155
$1.64M 0.22%
+278
156
$1.62M 0.21%
+41,789
157
$1.61M 0.21%
+135,208
158
$1.6M 0.21%
111,913
+45,753
159
$1.57M 0.21%
+71,480
160
$1.56M 0.21%
50,224
-248
161
$1.56M 0.21%
49,451
-789
162
$1.56M 0.21%
+83,446
163
$1.55M 0.2%
58,827
164
$1.54M 0.2%
46,862
-45,550
165
$1.54M 0.2%
37,720
+1,288
166
$1.53M 0.2%
+159,900
167
$1.53M 0.2%
53,083
+1,408
168
$1.52M 0.2%
27,402
+5,876
169
$1.52M 0.2%
+28,741
170
$1.5M 0.2%
14,096
+418
171
$1.49M 0.2%
7,503
+1,138
172
$1.47M 0.19%
42,600
+19,210
173
$1.45M 0.19%
+12,253
174
$1.45M 0.19%
+82,122
175
$1.44M 0.19%
21,650
+3,630
5 6
7
8 9