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
$2.18B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$83.8M
2
+$82.7M
3
+$42.5M
4
TT icon
Trane Technologies
TT
+$38.6M
5
RTX icon
RTX Corp
RTX
+$31.5M

Top Sells

1
+$85.1M
2
+$82.7M
3
+$57.6M
4
ASML icon
ASML
ASML
+$48M
5
RTN
Raytheon Company
RTN
+$35.6M

Sector Composition

1 Technology 25.54%
2 Industrials 16.1%
3 Financials 14.83%
4 Healthcare 14.58%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$32.2M 1.48%
350,928
+99,361
27
$31.9M 1.46%
286,674
-79,385
28
$31.6M 1.45%
538,580
+80,806
29
$31.5M 1.44%
+510,544
30
$31.2M 1.43%
244,128
-53,980
31
$30.9M 1.42%
+182,148
32
$28.9M 1.32%
930,718
-336,016
33
$28.3M 1.3%
367,534
-141,865
34
$28.2M 1.29%
219,484
-5,606
35
$27.7M 1.27%
888,376
+86,282
36
$27.6M 1.27%
541,050
+154,484
37
$27.5M 1.26%
891,686
-576,746
38
$27.5M 1.26%
109,726
-72,754
39
$26.5M 1.22%
157,026
-56,622
40
$26.5M 1.22%
137,336
+1,574
41
$26.2M 1.2%
321,296
-108,487
42
$25.4M 1.17%
94,998
+2,019
43
$25.3M 1.16%
+199,491
44
$22.9M 1.05%
360,531
-313,466
45
$22.6M 1.03%
668,511
+18,340
46
$8.01M 0.37%
396,834
-9,797
47
$7.85M 0.36%
128,995
+21,208
48
$7.36M 0.34%
181,392
+47,622
49
$7.03M 0.32%
172,156
-151,312
50
$6.8M 0.31%
167,173
+17,043
1
2
3 4 5