CI

Cambiar Investors Portfolio holdings

AUM $2.38B
1-Year Est. Return 11.61%
This Quarter Est. Return
1 Year Est. Return
+11.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.03B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$99.8M
3
+$89.2M
4
WFC icon
Wells Fargo
WFC
+$82.6M
5
CSX icon
CSX Corp
CSX
+$58.9M

Top Sells

1
+$130M
2
+$106M
3
+$94.6M
4
JWN
Nordstrom
JWN
+$59.6M
5
ABT icon
Abbott
ABT
+$58.7M

Sector Composition

1 Financials 19.03%
2 Healthcare 16.78%
3 Energy 13.38%
4 Communication Services 11.39%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$54.6M 0.77%
2,730,487
-64,203
52
$53.5M 0.76%
+1,186,031
53
$52.3M 0.74%
420,701
-18,327
54
$50.4M 0.71%
828,783
-34,332
55
$49.6M 0.7%
771,338
+36,584
56
$33.9M 0.48%
1,827,284
+210,982
57
$33M 0.47%
613,223
+34,827
58
$32.5M 0.46%
2,103,118
-159,122
59
$31.6M 0.45%
1,273,127
-71,090
60
$31.1M 0.44%
952,003
-78,694
61
$30.9M 0.44%
875,198
-75,793
62
$30.8M 0.44%
1,010,841
-408,060
63
$30.7M 0.44%
573,934
-53,746
64
$30.4M 0.43%
1,601,509
-174,621
65
$29.7M 0.42%
1,000,927
-71,276
66
$29.3M 0.42%
444,818
-33,828
67
$29.1M 0.41%
570,227
-48,851
68
$28.8M 0.41%
+615,482
69
$28.7M 0.41%
557,418
-183,571
70
$28.5M 0.4%
488,352
-141,300
71
$28.4M 0.4%
1,339,224
+231,953
72
$28.4M 0.4%
2,419,921
-166,104
73
$28.3M 0.4%
621,884
-171,530
74
$28.1M 0.4%
616,758
+50,776
75
$27.8M 0.4%
1,423,305
-124,291
1 2
3
4 5