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
176
$1.82M 0.2%
63,730
-49
177
$1.81M 0.2%
143,557
+7,036
178
$1.79M 0.2%
78,846
-16,344
179
$1.78M 0.2%
47,652
+37,126
180
$1.76M 0.2%
10,950
+2,115
181
$1.75M 0.2%
+29,126
182
$1.74M 0.2%
100,850
+30,260
183
$1.7M 0.19%
30,824
+4,552
184
$1.67M 0.19%
62,920
185
$1.67M 0.19%
43,199
-87
186
$1.67M 0.19%
62,986
-23,774
187
$1.63M 0.18%
47,768
-38
188
$1.62M 0.18%
+59,166
189
$1.6M 0.18%
40,668
-9,864
190
$1.57M 0.18%
444,724
+115,674
191
$1.55M 0.17%
+27,198
192
$1.52M 0.17%
30,025
+2,270
193
$1.51M 0.17%
+13,539
194
$1.5M 0.17%
49,828
+1,820
195
$1.49M 0.17%
34,765
+97
196
$1.47M 0.16%
49,642
-4,718
197
$1.46M 0.16%
75,088
-51,376
198
$1.46M 0.16%
+64,182
199
$1.46M 0.16%
+70,652
200
$1.46M 0.16%
30,967
+674
6 7
8
9 10