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
$2.6B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$18.7M
3
+$13.8M
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$11.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$10.1M

Top Sells

1
+$41.1M
2
+$39.6M
3
+$37.3M
4
GS icon
Goldman Sachs
GS
+$21M
5
NVS icon
Novartis
NVS
+$10.5M

Sector Composition

1 Financials 21.81%
2 Healthcare 18.02%
3 Technology 13.62%
4 Industrials 10.61%
5 Energy 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$43.9M 1.69%
237,475
-2,923
27
$43.6M 1.68%
+953,838
28
$43.1M 1.66%
158,784
-2,365
29
$41.3M 1.59%
702,481
-6,525
30
$39M 1.5%
332,217
-7,361
31
$37.3M 1.43%
75,504
-1,021
32
$37.2M 1.43%
231,347
-34,946
33
$36.5M 1.4%
799,268
-157,343
34
$35.4M 1.36%
490,194
-83,177
35
$28.3M 1.09%
233,364
-326,535
36
$27.9M 1.07%
138,235
-38,601
37
$25.9M 1%
1,424,040
-70,914
38
$20.8M 0.8%
1,708,283
-133,860
39
$17.1M 0.66%
78,479
-5,939
40
$16.9M 0.65%
73,912
-26,954
41
$16.8M 0.65%
260,655
-6,756
42
$16.7M 0.64%
1,502,819
-20,801
43
$16M 0.62%
1,514,181
-77,263
44
$15.8M 0.61%
816,140
+80,440
45
$15.4M 0.59%
188,745
-1,286
46
$15.2M 0.59%
622,730
-4,344
47
$15.2M 0.58%
244,124
-13,326
48
$14.7M 0.56%
182,188
-6,855
49
$14.4M 0.56%
125,609
-91,047
50
$14.3M 0.55%
565,402
-6,841
1
2
3 4 5