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
$2.52B
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$45.6M
3
+$40M
4
ABNB icon
Airbnb
ABNB
+$36.9M
5
EL icon
Estee Lauder
EL
+$33.9M

Top Sells

1
+$51.6M
2
+$50.4M
3
+$42.1M
4
ICE icon
Intercontinental Exchange
ICE
+$33.2M
5
HQY icon
HealthEquity
HQY
+$15.8M

Sector Composition

1 Financials 19.51%
2 Healthcare 16.31%
3 Technology 13.4%
4 Industrials 10.52%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.49%
115,094
-14,751
52
$12.2M 0.48%
217,438
-26,686
53
$12.2M 0.48%
87,304
-14,461
54
$12M 0.48%
141,581
-17,233
55
$12M 0.47%
79,383
-9,196
56
$11.9M 0.47%
121,975
-3,634
57
$11.6M 0.46%
84,546
-9,666
58
$11.6M 0.46%
31,168
-135,838
59
$10.9M 0.43%
106,437
-11,794
60
$10.9M 0.43%
63,859
-7,804
61
$10.8M 0.43%
+624,983
62
$10.8M 0.43%
46,039
-5,407
63
$10.7M 0.43%
148,066
-21,814
64
$10.6M 0.42%
54,179
-6,159
65
$10.2M 0.41%
92,391
-11,411
66
$10M 0.4%
161,143
+124,964
67
$10M 0.4%
42,594
-6,654
68
$10M 0.4%
57,206
-7,823
69
$10M 0.4%
183,854
-76,801
70
$9.96M 0.4%
420,512
-144,890
71
$9.85M 0.39%
52,536
-9,117
72
$9.81M 0.39%
240,212
-31,499
73
$9.76M 0.39%
114,642
-12,763
74
$9.75M 0.39%
268,353
-37,098
75
$9.69M 0.38%
124,067
-12,933
1 2
3
4 5