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
$2.18B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$83.8M
2
+$82.7M
3
+$42.5M
4
TT icon
Trane Technologies
TT
+$38.6M
5
RTX icon
RTX Corp
RTX
+$31.5M

Top Sells

1
+$85.1M
2
+$82.7M
3
+$57.6M
4
ASML icon
ASML
ASML
+$48M
5
RTN
Raytheon Company
RTN
+$35.6M

Sector Composition

1 Technology 25.54%
2 Industrials 16.1%
3 Financials 14.83%
4 Healthcare 14.58%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.52M 0.3%
75,253
+8,856
52
$6.31M 0.29%
318,357
+15,929
53
$6.14M 0.28%
80,694
-13,205
54
$5.38M 0.25%
101,896
+22,279
55
$5.36M 0.25%
44,567
-3,871
56
$5.34M 0.24%
+46,087
57
$5.31M 0.24%
127,215
-12,282
58
$5.24M 0.24%
177,681
+18,853
59
$5.09M 0.23%
+143,516
60
$5.07M 0.23%
79,925
+22,404
61
$5.03M 0.23%
31,352
-841
62
$5.02M 0.23%
59,641
+3,104
63
$4.97M 0.23%
105,517
+6,088
64
$4.97M 0.23%
49,873
+265
65
$4.95M 0.23%
44,770
-7,875
66
$4.94M 0.23%
39,421
+1,064
67
$4.92M 0.23%
74,141
+1,551
68
$4.91M 0.22%
69,651
+1,281
69
$4.81M 0.22%
31,363
+328
70
$4.8M 0.22%
26,360
-7,597
71
$4.79M 0.22%
113,297
+1,823
72
$4.77M 0.22%
27,355
-5,110
73
$4.74M 0.22%
42,083
-118,170
74
$4.7M 0.22%
129,723
+10,285
75
$4.61M 0.21%
10,207
-942
1 2
3
4 5