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
$6.72B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$107M
4
DOX icon
Amdocs
DOX
+$106M
5
HLT icon
Hilton Worldwide
HLT
+$101M

Top Sells

1
+$140M
2
+$99.6M
3
+$95.6M
4
ROK icon
Rockwell Automation
ROK
+$93.4M
5
DRI icon
Darden Restaurants
DRI
+$90.8M

Sector Composition

1 Financials 15.03%
2 Technology 14.52%
3 Healthcare 14.34%
4 Industrials 12.53%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$45.5M 0.67%
2,800,180
-38,132
52
$45.5M 0.67%
731,014
-117,341
53
$45.5M 0.67%
616,908
-30,117
54
$45.1M 0.67%
1,930,750
-87,432
55
$45M 0.66%
6,089,571
+1,024,506
56
$44.9M 0.66%
+639,188
57
$44.8M 0.66%
1,676,325
-250,211
58
$44.6M 0.66%
744,804
-28,194
59
$44.6M 0.66%
+919,933
60
$44.4M 0.65%
1,779,846
+203,673
61
$44M 0.65%
1,481,683
+173,559
62
$43.9M 0.65%
1,201,295
-96,376
63
$43.1M 0.64%
2,065,507
-65,790
64
$43M 0.63%
1,020,705
+12,480
65
$42.6M 0.63%
2,416,931
-111,677
66
$42.3M 0.62%
2,140,226
+49,045
67
$42.2M 0.62%
706,290
-128,989
68
$42.1M 0.62%
5,370,711
-195,801
69
$41.8M 0.62%
3,937,087
-166,025
70
$41.4M 0.61%
7,402,025
-1,133,655
71
$41.2M 0.61%
+1,023,905
72
$40.5M 0.6%
1,304,521
-224,747
73
$39.8M 0.59%
2,281,862
+1,409,304
74
$39.7M 0.59%
1,416,863
-76,423
75
$39.6M 0.58%
1,374,876
+8,992
1 2
3
4 5