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
$2.87B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$79.5M
2
+$57.2M
3
+$56.6M
4
FISV
Fiserv Inc
FISV
+$54.9M
5
PFG icon
Principal Financial Group
PFG
+$45M

Top Sells

1
+$50.1M
2
+$41.2M
3
+$31.4M
4
VMW
VMware, Inc
VMW
+$27.1M
5
V icon
Visa
V
+$22.9M

Sector Composition

1 Financials 21.75%
2 Technology 20.81%
3 Healthcare 17.13%
4 Industrials 13.45%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$44.7M 1.56%
378,474
-11,436
27
$44.7M 1.55%
159,721
+2,123
28
$44.6M 1.55%
220,267
+28,530
29
$42.6M 1.48%
269,777
-6,982
30
$42.4M 1.48%
671,528
+57,516
31
$42.2M 1.47%
248,444
+3,778
32
$36.6M 1.27%
661,730
-11,178
33
$36M 1.25%
196,088
-9,435
34
$35.5M 1.23%
726,250
-26,964
35
$35.1M 1.22%
489,523
-14,852
36
$35.1M 1.22%
453,717
+41,596
37
$34.4M 1.2%
437,476
-109,399
38
$34.2M 1.19%
524,779
-87,455
39
$33.4M 1.16%
613,581
-21,243
40
$33.1M 1.15%
150,008
+774
41
$32.8M 1.14%
164,297
-1,143
42
$31.8M 1.11%
521,209
-125,195
43
$31.4M 1.09%
243,148
-8,471
44
$31.3M 1.09%
977,132
-11,804
45
$30M 1.04%
199,796
-3,984
46
$29.7M 1.03%
449,414
-8,216
47
$29.2M 1.02%
+346,674
48
$27.6M 0.96%
+77,533
49
$26.7M 0.93%
328,353
+23,761
50
$16.9M 0.59%
578,560
-197,140
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