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
$1.98B
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$25.1M
3
+$7.78M
4
TEL icon
TE Connectivity
TEL
+$7.22M
5
TRGP icon
Targa Resources
TRGP
+$6.3M

Top Sells

1
+$50.5M
2
+$26.2M
3
+$18.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.9M
5
FWONK icon
Liberty Media Series C
FWONK
+$15.3M

Sector Composition

1 Financials 22.92%
2 Industrials 17.54%
3 Technology 16.65%
4 Healthcare 8.93%
5 Consumer Staples 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$30.9M 1.56%
718,827
+34,884
27
$30.8M 1.55%
381,908
+19,449
28
$30.5M 1.54%
422,468
+766
29
$30.3M 1.53%
140,747
+25,289
30
$30M 1.51%
483,638
+3,372
31
$29.2M 1.47%
+1,019,320
32
$28.9M 1.46%
59,629
-38,355
33
$27.8M 1.4%
339,841
+14,292
34
$27.7M 1.4%
205,299
+256
35
$27.7M 1.4%
655,746
-70,807
36
$27M 1.36%
4,214,269
-144,110
37
$26.8M 1.35%
390,553
-57,867
38
$26.7M 1.34%
308,669
+798
39
$26.3M 1.32%
612,281
+3,423
40
$25.9M 1.31%
152,754
-14,303
41
$25.5M 1.28%
2,995,168
-280,241
42
$25.1M 1.26%
+330,248
43
$25.1M 1.26%
489,898
-196,821
44
$25M 1.26%
388,583
+45,726
45
$22.3M 1.13%
1,743,730
-111,645
46
$19M 0.96%
338,984
-254,066
47
$11.8M 0.6%
94,032
-430
48
$11.3M 0.57%
122,794
-4,088
49
$9.36M 0.47%
117,857
-259
50
$9.24M 0.47%
90,774
-206
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