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
$2.68B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$42.2M
3
+$14.2M
4
COP icon
ConocoPhillips
COP
+$12.8M
5
PNW icon
Pinnacle West Capital
PNW
+$12.4M

Top Sells

1
+$43.9M
2
+$41.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.5M
5
SYY icon
Sysco
SYY
+$15.8M

Sector Composition

1 Financials 19.84%
2 Healthcare 17.17%
3 Technology 13.78%
4 Industrials 12.45%
5 Energy 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.8M 0.55%
215,595
-15,839
52
$14.5M 0.54%
157,387
-486
53
$14.4M 0.54%
1,695,519
-154,453
54
$14.3M 0.53%
1,104,051
-104,624
55
$13.8M 0.52%
260,492
-2,304
56
$13.7M 0.51%
141,718
-14,406
57
$13.7M 0.51%
26,186
-220
58
$13.7M 0.51%
124,191
-5
59
$13.6M 0.51%
172,541
-9,502
60
$13.5M 0.5%
789,565
-69,510
61
$13.5M 0.5%
98,741
+298
62
$13.3M 0.5%
48,140
-341
63
$13.2M 0.49%
118,032
+430
64
$13M 0.49%
54,874
+181
65
$12.8M 0.48%
105,083
+73
66
$12.7M 0.47%
67,080
+79
67
$12.6M 0.47%
30,772
+150
68
$12.5M 0.47%
51,765
+10,725
69
$12.5M 0.47%
94,233
+15,059
70
$12.5M 0.47%
62,948
+52
71
$12.4M 0.46%
132,522
-42,899
72
$12.4M 0.46%
+166,521
73
$12.3M 0.46%
103,295
+715
74
$12.2M 0.46%
45,120
-15,093
75
$12.2M 0.46%
132,794
+2,013
1 2
3
4 5