CONVERGENCE INVESTMENT PARTNERS, LLC Information

10555 N. PORT WASHINGTON ROAD, MEQUON, Wisconsin, 53092, (913) 647-9700

Report Date: 03/31/2013

Position Statistics:

Total Positions 411
New Positions 98
Increased Positions 274
Decreased Positions 131
Positions with Activity 405
Sold Out Positions 89
Total Mkt Value
(in $ millions)
319

Sector Weighting

Basic Materials 5.52%
Capital Goods 6.16%
Conglomerates 0.37%
Consumer Cyclical 4.04%
Consumer/Non-Cyclical 6.2%
Energy 9.99%
Financial 19.18%
Healthcare 8.29%
Services 17.4%
Technology 16.15%
Transportation 1.84%
Utilities 4.24%

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

411 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
EXPERIAN PLC SPONSORED ADR 554 47 9.23 28,565
EQUITY RESIDENTIAL SH BEN INT 552 140 33.89 9,169
DTE ENERGY CO COM 550 28 5.43 7,693
RAYONIER INC COM 546 23 4.36 9,096
REGAL ENTMT GROUP CL A 537 537 New 29,205
LUXOTTICA GROUP S P A SPONSORED ADR 536 -29 (5.19) 10,137
CANON INC SPONSORED ADR 532 30 5.91 14,371
UNITED THERAPEUTICS CORP DEL COM 532 229 75.82 7,810
TERADYNE INC COM 529 529 New 29,895
HASBRO INC COM 514 -1 (0.22) 10,784
BAYER A G SPONSORED ADR 513 30 6.28 4,736
KUBOTA CORP ADR 508 18 3.69 6,021
BASF SE SPONSORED ADR 507 35 7.31 5,326
COGNIZANT TECHNOLOGY SOLUTIONS CL A 498 -458 (47.91) 7,715
CANADIAN PAC RY LTD COM 493 141 40.09 3,592
DAIMLER AG SPONSORED ADR 489 489 New 7,543
CINTAS CORP COM 485 485 New 10,572
MOLEX INC COM 484 22 4.76 15,908
FIRST AMERN FINL CORP COM 484 New 18,926
UNITED PARCEL SERVICE INC CL B 481 18 3.98 5,437

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