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
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$57.1M
3
+$34.1M
4
WELL icon
Welltower
WELL
+$32.6M
5
USB icon
US Bancorp
USB
+$31.4M

Top Sells

1
+$50.3M
2
+$32.7M
3
+$27.7M
4
TSM icon
TSMC
TSM
+$27.3M
5
TT icon
Trane Technologies
TT
+$27.1M

Sector Composition

1 Technology 22.49%
2 Healthcare 16.34%
3 Financials 16.09%
4 Industrials 13.74%
5 Consumer Discretionary 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.4%
404,856
+17,515
52
$9.74M 0.38%
84,071
-1,881
53
$9.26M 0.36%
171,020
-936
54
$9.05M 0.35%
179,627
-2,565
55
$8.94M 0.35%
445,362
+116,862
56
$8.85M 0.35%
33,841
-349
57
$8.2M 0.32%
28,569
-312
58
$7.69M 0.3%
234,953
-2,122
59
$7.62M 0.3%
88,167
+16,510
60
$7.6M 0.3%
218,906
-552
61
$7.55M 0.3%
79,419
-333
62
$7.54M 0.29%
148,711
-443
63
$7.44M 0.29%
44,750
-257
64
$7.38M 0.29%
53,944
+16,727
65
$7.3M 0.29%
140,350
-1,132
66
$6.99M 0.27%
98,563
-17,997
67
$6.96M 0.27%
48,048
+196
68
$6.96M 0.27%
79,433
-467
69
$6.95M 0.27%
66,116
+9,274
70
$6.86M 0.27%
190,263
+30,996
71
$6.76M 0.26%
179,977
+75
72
$6.74M 0.26%
164,811
+19,351
73
$6.66M 0.26%
+522,218
74
$6.66M 0.26%
84,628
+145
75
$6.5M 0.25%
137,340
+375
1 2
3
4 5