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
$2.32B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$39.8M
3
+$39M
4
SU icon
Suncor Energy
SU
+$26.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.5M

Top Sells

1
+$33.9M
2
+$33.1M
3
+$29.6M
4
SAP icon
SAP
SAP
+$11.2M
5
UBER icon
Uber
UBER
+$10M

Sector Composition

1 Financials 17.77%
2 Industrials 16.16%
3 Healthcare 14.14%
4 Technology 13.87%
5 Energy 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.1M 0.48%
89,830
+4,050
52
$11M 0.47%
139,915
+6,975
53
$11M 0.47%
128,257
+7,844
54
$10.8M 0.46%
183,736
+149,213
55
$10.7M 0.46%
95,500
+5,492
56
$10.6M 0.46%
62,537
+3,287
57
$10.6M 0.46%
52,321
+1,794
58
$10.6M 0.45%
79,494
+4,130
59
$10.5M 0.45%
155,072
+8,207
60
$10.4M 0.45%
94,828
+1,560
61
$10.4M 0.45%
132,082
+8,217
62
$10.4M 0.45%
77,256
+4,925
63
$10.3M 0.44%
91,882
+2,648
64
$10.3M 0.44%
144,210
-133,939
65
$10.2M 0.44%
109,885
+17,769
66
$10M 0.43%
54,547
+3,083
67
$9.97M 0.43%
350,421
+19,997
68
$9.89M 0.43%
103,035
-8,162
69
$9.85M 0.42%
+250,645
70
$9.81M 0.42%
30,844
+1,688
71
$9.78M 0.42%
93,542
-11,655
72
$9.76M 0.42%
68,988
+11,848
73
$9.42M 0.41%
189,484
+12,507
74
$9.28M 0.4%
83,495
+5,195
75
$9.21M 0.4%
126,219
+7,741
1 2
3
4 5