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
$2.56B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$16.8M
3
+$8.51M
4
NVS icon
Novartis
NVS
+$7.98M
5
LH icon
Labcorp
LH
+$7.82M

Top Sells

1
+$34M
2
+$29.6M
3
+$22.5M
4
GSK icon
GSK
GSK
+$16.7M
5
TSM icon
TSMC
TSM
+$16.6M

Sector Composition

1 Financials 19.52%
2 Healthcare 16.17%
3 Technology 14.05%
4 Industrials 11.07%
5 Energy 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$40.1M 1.57%
573,371
-11,413
27
$39.8M 1.56%
272,522
-24,077
28
$39.4M 1.54%
406,233
-5,728
29
$38.2M 1.5%
709,006
-1,061
30
$37.4M 1.46%
339,578
-3,600
31
$37.4M 1.46%
240,398
-1,688
32
$37.3M 1.46%
161,149
-127,964
33
$36.5M 1.43%
266,293
-24,539
34
$33.8M 1.32%
76,525
-538
35
$32.6M 1.28%
785,724
+17,582
36
$31.3M 1.22%
438,277
+8,403
37
$28.7M 1.12%
394,656
-412
38
$25.6M 1%
1,494,954
-175,267
39
$23.1M 0.9%
216,656
+74,938
40
$20.3M 0.8%
100,866
-7,317
41
$19.7M 0.77%
1,842,143
-292,414
42
$17.8M 0.7%
267,411
+51,816
43
$17.3M 0.68%
84,418
-4,968
44
$16.4M 0.64%
190,031
-1,633
45
$16.3M 0.64%
572,243
+21,469
46
$15.9M 0.62%
627,074
-18,667
47
$15.4M 0.6%
1,523,620
+419,569
48
$15.1M 0.59%
448,599
-3,669
49
$14.9M 0.58%
115,991
-2,041
50
$14.6M 0.57%
83,861
-95,739
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