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
$191M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.37M
2
+$1.32M
3
+$1.17M
4
AIRC
Apartment Income REIT Corp.
AIRC
+$1.16M
5
CME icon
CME Group
CME
+$1.14M

Top Sells

1
+$1.7M
2
+$1.43M
3
+$1.2M
4
EQR icon
Equity Residential
EQR
+$1.08M
5
F icon
Ford
F
+$999K

Sector Composition

1 Technology 24.81%
2 Financials 16.36%
3 Healthcare 13.78%
4 Communication Services 8.49%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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204
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205
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207
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208
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209
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210
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211
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212
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5 6 7 8
9