CI

Cambiar Investors Portfolio holdings

AUM $2.38B
1-Year Est. Return 11.61%
This Quarter Est. Return
1 Year Est. Return
+11.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$38.1M
3
+$29M
4
ROK icon
Rockwell Automation
ROK
+$23M
5
DEO icon
Diageo
DEO
+$11.8M

Top Sells

1
+$51.3M
2
+$31.9M
3
+$28.7M
4
PFG icon
Principal Financial Group
PFG
+$26.6M
5
CTVA icon
Corteva
CTVA
+$16.3M

Sector Composition

1 Financials 21.02%
2 Industrials 17.1%
3 Technology 15.86%
4 Healthcare 8.94%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.2M 0.5%
246,647
-1,287
52
$11.1M 0.49%
94,462
-8,579
53
$11M 0.49%
193,247
-18,827
54
$10.9M 0.49%
153,023
+4,674
55
$10.6M 0.47%
67,867
+898
56
$10.2M 0.45%
90,980
-237
57
$9.84M 0.44%
118,116
-321
58
$9.43M 0.42%
67,941
-255
59
$9.42M 0.42%
313,730
+19,208
60
$9.36M 0.42%
96,038
+336
61
$9.35M 0.42%
123,125
-2,340
62
$9.18M 0.41%
200,257
-157
63
$9.08M 0.4%
50,868
-104
64
$8.89M 0.4%
72,076
65
$8.82M 0.39%
+66,343
66
$8.64M 0.38%
200,936
+109
67
$8.64M 0.38%
120,721
-1,661
68
$8.59M 0.38%
+35,950
69
$8.5M 0.38%
285,436
-45,652
70
$8.17M 0.36%
126,123
+189
71
$8.1M 0.36%
+160,080
72
$7.85M 0.35%
+374,142
73
$7.85M 0.35%
220,784
+668
74
$7.62M 0.34%
100,777
+224
75
$7.51M 0.33%
74,619
-161
1 2
3
4 5