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
$2.68B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$42.2M
3
+$14.2M
4
COP icon
ConocoPhillips
COP
+$12.8M
5
PNW icon
Pinnacle West Capital
PNW
+$12.4M

Top Sells

1
+$43.9M
2
+$41.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.5M
5
SYY icon
Sysco
SYY
+$15.8M

Sector Composition

1 Financials 19.84%
2 Healthcare 17.17%
3 Technology 13.78%
4 Industrials 12.45%
5 Energy 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$41.4M 1.54%
584,784
-18,035
27
$40.9M 1.53%
710,067
+47,449
28
$40M 1.49%
290,832
-21,947
29
$39.1M 1.46%
242,086
+1,119
30
$38.5M 1.43%
986,759
+123,766
31
$37.2M 1.39%
180,550
-39,060
32
$37.1M 1.38%
77,063
-621
33
$37.1M 1.38%
411,961
-161,716
34
$36.5M 1.36%
125,454
+14,238
35
$34.9M 1.3%
429,874
-194,201
36
$34.8M 1.3%
343,178
-300
37
$30.4M 1.13%
395,068
-536,793
38
$27.5M 1.03%
1,670,221
+303,139
39
$24.4M 0.91%
179,600
-30,424
40
$22.1M 0.82%
597,721
-163,513
41
$21.1M 0.79%
108,183
-12,654
42
$20.2M 0.75%
2,134,557
-24,203
43
$20M 0.74%
334,907
-28,980
44
$17.2M 0.64%
89,386
-833
45
$16.8M 0.62%
645,741
+7,112
46
$16.7M 0.62%
390,593
-35,247
47
$16.3M 0.61%
452,268
-8,221
48
$15.7M 0.59%
61,471
-1,081
49
$15.6M 0.58%
191,664
-8,396
50
$14.9M 0.55%
550,774
+32,161
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