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
$2.32B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$39.8M
3
+$39M
4
SU icon
Suncor Energy
SU
+$26.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.5M

Top Sells

1
+$33.9M
2
+$33.1M
3
+$29.6M
4
SAP icon
SAP
SAP
+$11.2M
5
UBER icon
Uber
UBER
+$10M

Sector Composition

1 Financials 17.77%
2 Industrials 16.16%
3 Healthcare 14.14%
4 Technology 13.87%
5 Energy 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37M 1.59%
471,731
-10,127
27
$36.8M 1.58%
299,294
-12,440
28
$36.7M 1.58%
280,105
-2,950
29
$35.1M 1.51%
310,391
-203
30
$35M 1.51%
581,019
+75,976
31
$35M 1.51%
119,360
-17,850
32
$33.2M 1.43%
262,465
-88,650
33
$33M 1.42%
573,932
+33,074
34
$32.5M 1.4%
750,443
-28,832
35
$30.7M 1.32%
482,927
-16,104
36
$29.1M 1.25%
191,343
+95,521
37
$28.5M 1.23%
58,633
-89
38
$28.3M 1.22%
307,706
+3,499
39
$27.9M 1.2%
388,785
-17,889
40
$27.6M 1.19%
297,034
-58,576
41
$27.2M 1.17%
2,294,467
-494,253
42
$26.1M 1.12%
+839,004
43
$25.4M 1.09%
1,400,710
-210,730
44
$25M 1.08%
490,146
-88,130
45
$23.3M 1.01%
197,850
-80,431
46
$21.4M 0.92%
117,905
-20,863
47
$18.6M 0.8%
2,582,303
-648,671
48
$12.8M 0.55%
582,942
+159,772
49
$12.5M 0.54%
245,237
+29,827
50
$12.1M 0.52%
430,549
+49,456
1
2
3 4 5