Convergence Investment Partners LLC

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Assets, Funds, Holdings

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Convergence Investment Partners LLC
CRD #148472
SEC #801-69707
CIK #0001456133
AUM$409.3 MM
Employees6
Phone262-240-0117
Address1245 Cheyenne Ave Suite 102
Grafton, WI 53024
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
JPM 341,670.0 15.3
BA 226,000.0 13.2
T 220,140.0 12.3
ABBV 115,170.0 11.0
MSFT 865,660.0 9.0
BAC 279,520.0 8.9
WMT 286,110.0 8.5
VLO 34,860.0 8.4
AAPL 843,560.0 8.3
AMGN 114,590.0 8.2
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Holdings by Sector ($BB)