CI

Cambiar Investors Portfolio holdings

AUM $2.38B
1-Year Est. Return 11.61%
This Quarter Est. Return
1 Year Est. Return
+11.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.03B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$99.8M
3
+$89.2M
4
WFC icon
Wells Fargo
WFC
+$82.6M
5
CSX icon
CSX Corp
CSX
+$58.9M

Top Sells

1
+$130M
2
+$106M
3
+$94.6M
4
JWN
Nordstrom
JWN
+$59.6M
5
ABT icon
Abbott
ABT
+$58.7M

Sector Composition

1 Financials 19.03%
2 Healthcare 16.78%
3 Energy 13.38%
4 Communication Services 11.39%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$87.4M 1.24%
3,862,175
-578,842
27
$85.8M 1.22%
895,684
-22,967
28
$85.7M 1.22%
1,891,546
-60,211
29
$82.6M 1.17%
+1,746,204
30
$81.9M 1.16%
2,299,816
-97,136
31
$81.7M 1.16%
2,321,620
-63,880
32
$81.3M 1.15%
1,280,408
-25,251
33
$80M 1.14%
330,936
-9,342
34
$78.2M 1.11%
3,092,142
-169,094
35
$74.2M 1.05%
24,918,519
+490,219
36
$73.8M 1.05%
2,080,090
-96,827
37
$67.3M 0.95%
3,275,438
-129,076
38
$66M 0.94%
1,144,066
-36,808
39
$62.7M 0.89%
736,634
-42,920
40
$62M 0.88%
820,205
-15,609
41
$59.9M 0.85%
446,789
-22,062
42
$59.5M 0.85%
4,743,850
-142,204
43
$58.9M 0.84%
+6,778,023
44
$58.9M 0.84%
482,296
-27,073
45
$58.8M 0.83%
6,909,387
-291,015
46
$58.4M 0.83%
1,046,436
-37,847
47
$58M 0.82%
+1,740,242
48
$57.5M 0.82%
1,295,834
-368,574
49
$56.6M 0.8%
3,493,810
-163,741
50
$56.5M 0.8%
1,333,614
-53,505
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