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
$2.6B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$18.7M
3
+$13.8M
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$11.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$10.1M

Top Sells

1
+$41.1M
2
+$39.6M
3
+$37.3M
4
GS icon
Goldman Sachs
GS
+$21M
5
NVS icon
Novartis
NVS
+$10.5M

Sector Composition

1 Financials 21.81%
2 Healthcare 18.02%
3 Technology 13.62%
4 Industrials 10.61%
5 Energy 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.3M 0.55%
169,880
-1,537
52
$14.1M 0.54%
101,765
-1,402
53
$14.1M 0.54%
158,814
-6,331
54
$13.8M 0.53%
88,579
-4,770
55
$13.7M 0.53%
78,670
-5,191
56
$13.6M 0.53%
63,363
-3,118
57
$13.6M 0.52%
103,802
-437
58
$13.6M 0.52%
65,029
+134
59
$13.6M 0.52%
129,845
-1,623
60
$13.2M 0.51%
271,711
-2,255
61
$13.1M 0.5%
49,248
-2,170
62
$13M 0.5%
460,816
+6,175
63
$13M 0.5%
155,740
-27,895
64
$12.9M 0.49%
37,329
-37
65
$12.8M 0.49%
431,976
-16,623
66
$12.7M 0.49%
94,212
-3,644
67
$12.4M 0.48%
60,338
-2,058
68
$12.3M 0.48%
71,663
+1,904
69
$12.3M 0.47%
131,970
-5,738
70
$12.3M 0.47%
82,777
-33,214
71
$11.8M 0.46%
61,653
+282
72
$11.8M 0.45%
305,451
-1,554
73
$11.7M 0.45%
118,231
-4,495
74
$11.6M 0.45%
103,620
-8,491
75
$11.2M 0.43%
+298,442
1 2
3
4 5