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
$2.66B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$72.3M
2
+$60.4M
3
+$54.7M
4
HUM icon
Humana
HUM
+$54.1M
5
VZ icon
Verizon
VZ
+$48.8M

Top Sells

1
+$62.3M
2
+$54.5M
3
+$48.2M
4
YUMC icon
Yum China
YUMC
+$44.2M
5
PHG icon
Philips
PHG
+$36.5M

Sector Composition

1 Technology 19.1%
2 Financials 18.87%
3 Industrials 15.66%
4 Healthcare 11.03%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12M 0.45%
247,934
-3,734
52
$12M 0.45%
66,969
-2,179
53
$11.3M 0.42%
103,041
-726
54
$11.2M 0.42%
127,961
-2,835
55
$10.9M 0.41%
91,217
-770
56
$10.8M 0.41%
460,378
-76,004
57
$10.5M 0.4%
61,147
+264
58
$10.3M 0.39%
220,116
-7,087
59
$10.2M 0.39%
200,414
-902
60
$9.96M 0.37%
125,465
+7,367
61
$9.95M 0.37%
125,934
-1,747
62
$9.93M 0.37%
72,076
-196
63
$9.93M 0.37%
68,196
-241
64
$9.87M 0.37%
95,702
+12,214
65
$9.74M 0.37%
118,437
-253
66
$9.73M 0.37%
74,780
+345
67
$9.73M 0.37%
150,708
-1,865
68
$9.72M 0.37%
53,354
+16,781
69
$9.57M 0.36%
122,382
+23,193
70
$9.45M 0.36%
100,553
-809
71
$9.42M 0.35%
331,088
-21
72
$9.37M 0.35%
50,972
-234
73
$9.03M 0.34%
200,827
+781
74
$8.95M 0.34%
+31,500
75
$8.89M 0.33%
148,349
+2,619
1 2
3
4 5