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
$2.35B
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$21.9M
3
+$18.1M
4
CVX icon
Chevron
CVX
+$15.8M
5
TXN icon
Texas Instruments
TXN
+$15.6M

Top Sells

1
+$35.4M
2
+$19.4M
3
+$11.7M
4
TJX icon
TJX Companies
TJX
+$8.81M
5
BURL icon
Burlington
BURL
+$8.7M

Sector Composition

1 Financials 18.29%
2 Healthcare 17.47%
3 Technology 13.94%
4 Energy 13.28%
5 Industrials 13.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37.9M 1.61%
316,134
+21,009
27
$37.8M 1.61%
237,652
+98,152
28
$35.5M 1.51%
694,401
+125,570
29
$35.1M 1.49%
318,901
+3,304
30
$31.8M 1.35%
158,610
+19,811
31
$31.5M 1.34%
916,893
-93,851
32
$31.2M 1.33%
225,385
-59,075
33
$30.8M 1.31%
346,097
-99,092
34
$28.3M 1.2%
523,056
-127,638
35
$26.6M 1.13%
93,177
-12,162
36
$24.7M 1.05%
395,697
-91,866
37
$24.3M 1.03%
238,661
-17,292
38
$23.4M 1%
134,586
-111,674
39
$23M 0.98%
177,673
-59,338
40
$22.5M 0.96%
1,710,351
-159,477
41
$21.9M 0.93%
+668,846
42
$21.2M 0.9%
243,857
-35,307
43
$19.5M 0.83%
2,508,188
-150,498
44
$18.9M 0.8%
416,204
-35,328
45
$18.6M 0.79%
171,910
-14,922
46
$17.5M 0.74%
117,073
+5,689
47
$16.3M 0.69%
448,739
+232,892
48
$16.2M 0.69%
246,219
+230,819
49
$15.5M 0.66%
942,590
-386,475
50
$14.9M 0.63%
456,499
+1,344
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