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
$6.94B
AUM Growth
-$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$105M
2
+$103M
3
+$103M
4
MON
Monsanto Co
MON
+$79.3M
5
CFG icon
Citizens Financial Group
CFG
+$58.9M

Top Sells

1
+$111M
2
+$93.6M
3
+$59.3M
4
SPN
Superior Energy Services, Inc.
SPN
+$56.5M
5
RIG icon
Transocean
RIG
+$49.6M

Sector Composition

1 Financials 19.48%
2 Healthcare 13.6%
3 Technology 13.11%
4 Consumer Discretionary 10.18%
5 Communication Services 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$98M 1.4%
1,104,383
-33,384
27
$98M 1.4%
2,134,976
-16,219
28
$97.9M 1.4%
1,209,012
-138,807
29
$95.6M 1.37%
2,570,362
-83,550
30
$94.8M 1.36%
1,515,155
+234,193
31
$94.5M 1.35%
1,464,604
-190,674
32
$93.9M 1.34%
2,407,910
-122,567
33
$85.7M 1.23%
2,133,175
-421,938
34
$84.1M 1.2%
2,558,162
+1,283,296
35
$82.7M 1.18%
1,039,646
-307,547
36
$79.5M 1.14%
895,023
-300,788
37
$79.3M 1.13%
+705,199
38
$76.7M 1.1%
698,994
-107,273
39
$76.4M 1.09%
9,319,241
+873,347
40
$58.9M 0.84%
+2,516,466
41
$57.7M 0.83%
4,513,257
+44,817
42
$54.3M 0.78%
2,154,846
-49,262
43
$53.7M 0.77%
1,485,287
+163,383
44
$52.9M 0.76%
1,700,975
-42,384
45
$50.6M 0.72%
2,507,859
+219,537
46
$50.1M 0.72%
4,390,585
-1,491,520
47
$49.4M 0.71%
714,102
+27,017
48
$48.9M 0.7%
480,635
+35,993
49
$48.4M 0.69%
+1,103,003
50
$45.5M 0.65%
1,791,064
-18,469
1
2
3 4 5