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
$2.87B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$79.5M
2
+$57.2M
3
+$56.6M
4
FISV
Fiserv Inc
FISV
+$54.9M
5
PFG icon
Principal Financial Group
PFG
+$45M

Top Sells

1
+$50.1M
2
+$41.2M
3
+$31.4M
4
VMW
VMware, Inc
VMW
+$27.1M
5
V icon
Visa
V
+$22.9M

Sector Composition

1 Financials 21.75%
2 Technology 20.81%
3 Healthcare 17.13%
4 Industrials 13.45%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.7M 0.44%
448,042
+43,186
52
$12.1M 0.42%
188,693
+17,673
53
$11.9M 0.41%
94,158
+10,087
54
$11.4M 0.4%
504,812
+59,450
55
$11.3M 0.39%
227,177
+47,550
56
$11M 0.38%
36,775
+2,934
57
$11M 0.38%
101,813
+22,394
58
$10.2M 0.35%
244,409
+9,456
59
$10.1M 0.35%
88,186
+8,753
60
$9.63M 0.34%
31,145
+2,576
61
$9.47M 0.33%
50,665
+10,826
62
$9.29M 0.32%
278,634
+66,910
63
$9.23M 0.32%
240,530
+50,267
64
$9.05M 0.32%
122,647
-26,064
65
$8.94M 0.31%
43,415
+7,640
66
$8.91M 0.31%
48,745
+3,995
67
$8.88M 0.31%
184,767
+41,834
68
$8.75M 0.3%
223,888
+43,911
69
$8.71M 0.3%
88,068
+21,632
70
$8.68M 0.3%
97,469
+11,909
71
$8.65M 0.3%
511,368
-10,850
72
$8.62M 0.3%
192,591
+55,251
73
$8.59M 0.3%
+96,142
74
$8.51M 0.3%
69,232
+17,021
75
$8.44M 0.29%
124,760
+18,358
1 2
3
4 5