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
151
$2.22M 0.25%
61,682
+13,408
152
$2.19M 0.25%
170,835
+80,380
153
$2.17M 0.24%
70,522
154
$2.16M 0.24%
179,031
+36,038
155
$2.15M 0.24%
45,632
+340
156
$2.14M 0.24%
42,530
-119
157
$2.12M 0.24%
16,026
+11,184
158
$2.09M 0.23%
+34,898
159
$2.05M 0.23%
25,863
+4,942
160
$2.04M 0.23%
45,098
161
$2.04M 0.23%
+43,095
162
$2.03M 0.23%
52,882
+14,576
163
$2.01M 0.23%
54,281
-23,174
164
$2M 0.23%
77,445
-123,800
165
$2M 0.23%
100,196
+60,426
166
$1.99M 0.22%
+78,985
167
$1.98M 0.22%
15,534
-571
168
$1.96M 0.22%
+81,196
169
$1.93M 0.22%
80,224
+55,474
170
$1.92M 0.22%
21,974
+10,414
171
$1.91M 0.21%
162,455
-6,863
172
$1.91M 0.21%
79,494
-69,364
173
$1.9M 0.21%
+140,230
174
$1.87M 0.21%
6,263
+981
175
$1.85M 0.21%
46,138
-4,770
5 6
7
8 9