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
$6.72B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$107M
4
DOX icon
Amdocs
DOX
+$106M
5
HLT icon
Hilton Worldwide
HLT
+$101M

Top Sells

1
+$140M
2
+$99.6M
3
+$95.6M
4
ROK icon
Rockwell Automation
ROK
+$93.4M
5
DRI icon
Darden Restaurants
DRI
+$90.8M

Sector Composition

1 Financials 15.03%
2 Technology 14.52%
3 Healthcare 14.34%
4 Industrials 12.53%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$38.8M 0.57%
+2,954,034
77
$37.4M 0.55%
1,112,635
+711,379
78
$36.9M 0.54%
3,133,955
+1,011,720
79
$36.6M 0.54%
1,972,885
-421,307
80
$34.4M 0.51%
1,008,791
-197,320
81
$34.2M 0.5%
1,006,076
-61,969
82
$33.8M 0.5%
1,733,668
-72,653
83
$33.7M 0.5%
3,311,919
+1,262,383
84
$33.4M 0.49%
1,585,101
+164,720
85
$33.2M 0.49%
+1,955,578
86
$31.9M 0.47%
1,856,044
+812,318
87
$30.8M 0.45%
+82,588
88
$30.7M 0.45%
865,205
-40,910
89
$29.5M 0.44%
736,918
-2,155,078
90
$29.5M 0.43%
948,847
-50,661
91
$29.5M 0.43%
338,141
+135,595
92
$28.2M 0.42%
1,207,103
+514,633
93
$28.1M 0.41%
+2,679,405
94
$27.8M 0.41%
308,115
+124,292
95
$27.6M 0.41%
427,973
+172,856
96
$26.9M 0.4%
766,917
+323,683
97
$26.1M 0.39%
1,354,643
+58,783
98
$25.5M 0.38%
960,617
+397,433
99
$25.3M 0.37%
220,209
+79,348
100
$25M 0.37%
1,487,966
+636,289
2 3
4
5 6