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
$1.98B
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$25.1M
3
+$7.78M
4
TEL icon
TE Connectivity
TEL
+$7.22M
5
TRGP icon
Targa Resources
TRGP
+$6.3M

Top Sells

1
+$50.5M
2
+$26.2M
3
+$18.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.9M
5
FWONK icon
Liberty Media Series C
FWONK
+$15.3M

Sector Composition

1 Financials 22.92%
2 Industrials 17.54%
3 Technology 16.65%
4 Healthcare 8.93%
5 Consumer Staples 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.96M 0.45%
40,176
-10,692
52
$8.94M 0.45%
100,604
-173
53
$8.8M 0.44%
561,121
-1,872
54
$8.72M 0.44%
191,545
-55,102
55
$8.47M 0.43%
126,132
+9
56
$8.45M 0.43%
95,687
-351
57
$8.35M 0.42%
67,889
-52
58
$8.33M 0.42%
349,401
+125,704
59
$8.31M 0.42%
107,417
-45,606
60
$8.28M 0.42%
200,020
-237
61
$8.22M 0.41%
123,426
+301
62
$8.1M 0.41%
93,653
+5
63
$8.05M 0.41%
65,646
-697
64
$8M 0.4%
200,773
-163
65
$7.98M 0.4%
196,482
-1,506
66
$7.97M 0.4%
402,307
+28,165
67
$7.94M 0.4%
121,811
+1,090
68
$7.83M 0.39%
135,253
+21,820
69
$7.78M 0.39%
+146,688
70
$7.69M 0.39%
221,031
+247
71
$7.66M 0.39%
129,942
+98
72
$7.64M 0.39%
310,742
-2,988
73
$7.53M 0.38%
59,899
-12,177
74
$7.51M 0.38%
29,183
-6,767
75
$7.46M 0.38%
159,738
-342
1 2
3
4 5