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
$2.92B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$33.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.6M
5
UBER icon
Uber
UBER
+$15.2M

Top Sells

1
+$93.8M
2
+$57.5M
3
+$37.3M
4
MDT icon
Medtronic
MDT
+$12.3M
5
BRKR icon
Bruker
BRKR
+$11.7M

Sector Composition

1 Technology 24.98%
2 Financials 22.54%
3 Healthcare 14.64%
4 Industrials 13.26%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13.1M 0.45%
617,306
-2,939
52
$12.4M 0.43%
79,412
+48,824
53
$12.1M 0.42%
108,949
-986
54
$11.8M 0.4%
32,604
-1,316
55
$11.2M 0.38%
242,287
-3,752
56
$10.7M 0.37%
39,370
-440
57
$10.7M 0.37%
620,314
+129,524
58
$10.7M 0.37%
37,744
-576
59
$10.5M 0.36%
240,439
-2,818
60
$10.5M 0.36%
220,956
+4,671
61
$10.3M 0.35%
132,451
-1,182
62
$10.2M 0.35%
85,938
-18,944
63
$9.89M 0.34%
258,928
-3,183
64
$9.75M 0.33%
53,947
-684
65
$9.71M 0.33%
341,881
-3,147
66
$9.68M 0.33%
100,640
+15,139
67
$9.67M 0.33%
+186,938
68
$9.64M 0.33%
74,838
-899
69
$9.59M 0.33%
208,151
-2,257
70
$9.41M 0.32%
105,126
-754
71
$9.41M 0.32%
46,044
-529
72
$9.39M 0.32%
279,369
-2,148
73
$9.37M 0.32%
204,628
-59,583
74
$9.29M 0.32%
122,684
-1,169
75
$9.03M 0.31%
554,047
-3,709
1 2
3
4 5