CI

Cambiar Investors Portfolio holdings

AUM $2.24B
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$38.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$52.8M
2
+$40.6M
3
+$35.1M
4
MAS icon
Masco
MAS
+$35M
5
CME icon
CME Group
CME
+$15.6M

Top Sells

1
+$77.5M
2
+$43.9M
3
+$43.5M
4
CNC icon
Centene
CNC
+$19.3M
5
TSM icon
TSMC
TSM
+$16.9M

Sector Composition

1 Healthcare 18.11%
2 Financials 18%
3 Industrials 13.85%
4 Technology 13.55%
5 Consumer Staples 8.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LECO icon
76
Lincoln Electric
LECO
$15.8B
$4.31M 0.19%
18,005
-6,607
JBHT icon
77
JB Hunt Transport Services
JBHT
$22B
$4.23M 0.19%
21,784
-12,185
CF icon
78
CF Industries
CF
$16.3B
$4.17M 0.19%
+53,871
WAT icon
79
Waters Corp
WAT
$30.1B
$4.16M 0.19%
10,951
-4,954
DGX icon
80
Quest Diagnostics
DGX
$23.2B
$4.12M 0.18%
23,730
-3,668
WBS icon
81
Webster Financial
WBS
$11.5B
$4.11M 0.18%
65,278
-27,728
TTC icon
82
Toro Company
TTC
$9.78B
$4.08M 0.18%
51,830
-10,228
SHY icon
83
iShares 1-3 Year Treasury Bond ETF
SHY
$24.9B
$4.08M 0.18%
49,242
+24,811
FNF icon
84
Fidelity National Financial
FNF
$14B
$4.07M 0.18%
74,570
-14,642
DOX icon
85
Amdocs
DOX
$7.35B
$4.04M 0.18%
50,239
-8,849
PNW icon
86
Pinnacle West Capital
PNW
$12B
$4.03M 0.18%
45,419
-8,333
NNN icon
87
NNN REIT
NNN
$8.7B
$4.02M 0.18%
101,361
-20,381
WTRG icon
88
Essential Utilities
WTRG
$11.4B
$4M 0.18%
104,260
-22,188
DINO icon
89
HF Sinclair
DINO
$9.9B
$3.85M 0.17%
83,650
-25,770
DLB icon
90
Dolby
DLB
$6.22B
$3.54M 0.16%
55,053
-13,340
EEFT icon
91
Euronet Worldwide
EEFT
$3.01B
$3.47M 0.16%
45,583
-6,100
WSC icon
92
WillScot Mobile Mini Holdings
WSC
$3.96B
$3.07M 0.14%
163,165
-38,014
IJH icon
93
iShares Core S&P Mid-Cap ETF
IJH
$113B
$3.02M 0.13%
45,755
-18,337
LW icon
94
Lamb Weston
LW
$6.5B
$2.92M 0.13%
69,710
-13,820
FAF icon
95
First American
FAF
$7.16B
$1.97M 0.09%
32,104
HUBG icon
96
HUB Group
HUBG
$2.63B
$1.91M 0.09%
44,815
RNR icon
97
RenaissanceRe
RNR
$13.4B
$1.84M 0.08%
6,541
-1,333
TCBI icon
98
Texas Capital Bancshares
TCBI
$4.26B
$1.84M 0.08%
20,310
NTST
99
NETSTREIT Corp
NTST
$2.3B
$1.82M 0.08%
102,978
VTV icon
100
Vanguard Value ETF
VTV
$171B
$1.75M 0.08%
9,150
+5,911
2 3
4
5 6