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
201
$1.19M 0.16%
20,611
+595
202
$1.19M 0.16%
13,395
+330
203
$1.19M 0.16%
+21,400
204
$1.17M 0.15%
24,758
+697
205
$1.16M 0.15%
+44,310
206
$1.15M 0.15%
+24,775
207
$1.14M 0.15%
+14,559
208
$1.14M 0.15%
18,827
-4,604
209
$1.14M 0.15%
+68,740
210
$1.14M 0.15%
+26,528
211
$1.13M 0.15%
50,690
+8,570
212
$1.13M 0.15%
20,239
+586
213
$1.13M 0.15%
64,696
+6,876
214
$1.12M 0.15%
+11,529
215
$1.11M 0.15%
10,998
+389
216
$1.1M 0.14%
+39,800
217
$1.09M 0.14%
90,138
+28,760
218
$1.09M 0.14%
+52,390
219
$1.08M 0.14%
11,425
220
$1.07M 0.14%
+27,355
221
$1.07M 0.14%
+61,185
222
$1.06M 0.14%
+54,492
223
$1.06M 0.14%
+74,295
224
$1.06M 0.14%
55,685
-45,993
225
$1.05M 0.14%
123,507
+52,315
7 8
9
10 11