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
$2.56B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$57.1M
3
+$34.1M
4
WELL icon
Welltower
WELL
+$32.6M
5
USB icon
US Bancorp
USB
+$31.4M

Top Sells

1
+$50.3M
2
+$32.7M
3
+$27.7M
4
TSM icon
TSMC
TSM
+$27.3M
5
TT icon
Trane Technologies
TT
+$27.1M

Sector Composition

1 Technology 22.49%
2 Healthcare 16.34%
3 Financials 16.09%
4 Industrials 13.74%
5 Consumer Discretionary 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.5M 1.54%
658,450
+203,940
27
$38.6M 1.51%
157,598
+65,998
28
$38.1M 1.49%
614,012
+213,177
29
$36.2M 1.42%
191,737
+10,738
30
$32.6M 1.27%
+504,375
31
$32.5M 1.27%
612,234
-113,544
32
$32.4M 1.26%
634,824
-183,203
33
$31.6M 1.24%
144,595
+14,665
34
$31.4M 1.23%
205,523
-2,639
35
$31.4M 1.22%
+672,908
36
$31.3M 1.22%
203,780
-744
37
$31.3M 1.22%
+457,630
38
$31.1M 1.21%
149,234
+2,723
39
$30.5M 1.19%
753,214
+7,273
40
$30.5M 1.19%
251,619
-50,001
41
$30.1M 1.18%
+646,404
42
$29.5M 1.15%
165,440
-50,213
43
$29.5M 1.15%
412,121
-76,656
44
$29.4M 1.15%
988,936
+60,923
45
$27.1M 1.06%
193,422
-87,649
46
$26.5M 1.03%
304,592
-2,081
47
$14.7M 0.58%
201,858
+135,337
48
$13.8M 0.54%
+775,700
49
$11.3M 0.44%
112,460
-31,338
50
$10.7M 0.42%
113,297
+6,253
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2
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