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
$352M
AUM Growth
-$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
345
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$2.26M
3
+$2.08M
4
LYB icon
LyondellBasell Industries
LYB
+$1.75M
5
META icon
Meta Platforms (Facebook)
META
+$1.71M

Top Sells

1
+$2.56M
2
+$2.2M
3
+$1.9M
4
IPG
Interpublic Group of Companies
IPG
+$1.63M
5
INTC icon
Intel
INTC
+$1.61M

Sector Composition

1 Financials 17.41%
2 Technology 16.67%
3 Healthcare 13.01%
4 Consumer Discretionary 9.23%
5 Industrials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$271K 0.08%
898
-7
202
$260K 0.07%
+8,030
203
$249K 0.07%
1,691
+72
204
$247K 0.07%
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+36
205
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1,668
-7,943
206
$246K 0.07%
+4,363
207
$244K 0.07%
2,252
-13,868
208
$237K 0.07%
+1,158
209
$232K 0.07%
113
-592
210
$231K 0.07%
1,976
-13
211
$227K 0.06%
1,668
-9,794
212
$226K 0.06%
7,781
-48
213
$226K 0.06%
3,696
-57
214
$225K 0.06%
+11,005
215
$222K 0.06%
965
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216
$214K 0.06%
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217
$212K 0.06%
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218
$210K 0.06%
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219
$206K 0.06%
+561
220
$205K 0.06%
3,724
-53
221
$36K 0.01%
11,059
222
$29K 0.01%
204
223
– –
-5,918
224
– –
-24,925
225
– –
-56,151
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9
10 11