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
$2.54B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$37.3M
3
+$24.1M
4
HLN icon
Haleon
HLN
+$15.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.1M

Top Sells

1
+$24.8M
2
+$23.4M
3
+$21.3M
4
CNI icon
Canadian National Railway
CNI
+$18.6M
5
WMB icon
Williams Companies
WMB
+$17.7M

Sector Composition

1 Financials 19.16%
2 Healthcare 17.48%
3 Technology 15.04%
4 Industrials 13.03%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$15.2M 0.6%
+1,849,972
52
$15M 0.59%
460,489
+3,990
53
$14.7M 0.58%
+1,208,675
54
$14.6M 0.57%
90,219
-4,924
55
$14.4M 0.57%
48,481
+520
56
$14.2M 0.56%
60,213
+9,651
57
$13.6M 0.54%
62,552
+657
58
$13.6M 0.54%
638,629
-508
59
$13.4M 0.53%
262,796
+1,755
60
$13.4M 0.53%
105,010
+743
61
$13.3M 0.52%
200,060
+2,391
62
$12.9M 0.51%
26,406
+379
63
$12.9M 0.51%
175,421
+2,169
64
$12.6M 0.5%
124,196
+54,601
65
$12.6M 0.49%
62,896
+965
66
$12.2M 0.48%
182,043
-29,307
67
$11.9M 0.47%
102,580
+1,240
68
$11.8M 0.46%
273,883
+41,103
69
$11.8M 0.46%
388,563
+61,119
70
$11.7M 0.46%
157,873
+19,571
71
$11.7M 0.46%
98,443
+1,369
72
$11.7M 0.46%
135,505
+1,959
73
$11.6M 0.46%
137,964
+1,977
74
$11.5M 0.45%
323,432
+42,685
75
$11.5M 0.45%
106,017
+1,920
1 2
3
4 5