CI

Cambiar Investors Portfolio holdings

AUM $2.2B
1-Year Est. Return 6.87%
This Quarter Est. Return
1 Year Est. Return
+6.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.72B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$107M
4
DOX icon
Amdocs
DOX
+$106M
5
HLT icon
Hilton Worldwide
HLT
+$101M

Top Sells

1
+$140M
2
+$99.6M
3
+$95.6M
4
ROK icon
Rockwell Automation
ROK
+$93.4M
5
DRI icon
Darden Restaurants
DRI
+$90.8M

Sector Composition

1 Financials 15.03%
2 Technology 14.52%
3 Healthcare 14.34%
4 Industrials 12.53%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$103M 1.52%
1,470,585
-99,422
27
$101M 1.49%
+1,513,743
28
$101M 1.49%
1,250,461
+68,822
29
$100M 1.48%
3,067,960
+3,056,145
30
$99.7M 1.47%
3,125,262
-66,719
31
$99.4M 1.47%
2,631,964
+18,845
32
$99.4M 1.47%
10,049,800
+163,703
33
$97.2M 1.43%
1,355,683
-89,609
34
$96.8M 1.43%
1,189,597
-1,382
35
$95.1M 1.4%
1,386,304
-108,690
36
$93.4M 1.38%
2,435,587
-425,598
37
$75.9M 1.12%
639,676
-10,327
38
$60M 0.88%
2,463,548
+1,207,220
39
$49.5M 0.73%
1,397,578
-252,955
40
$48.4M 0.71%
2,529,953
+34,607
41
$48.4M 0.71%
1,140,499
-263,474
42
$48.1M 0.71%
6,091,468
-300,851
43
$47.6M 0.7%
2,675,763
-506,034
44
$47.5M 0.7%
1,755,948
+1,121,905
45
$46.6M 0.69%
+656,537
46
$46.4M 0.69%
635,740
-30,791
47
$46.4M 0.68%
745,670
-33,409
48
$46M 0.68%
895,515
-153,773
49
$45.9M 0.68%
1,390,954
+44,112
50
$45.6M 0.67%
1,381,111
-399,546
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