CI

Cambiar Investors Portfolio holdings

AUM $2.38B
1-Year Est. Return 11.61%
This Quarter Est. Return
1 Year Est. Return
+11.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.03B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$99.8M
3
+$89.2M
4
WFC icon
Wells Fargo
WFC
+$82.6M
5
CSX icon
CSX Corp
CSX
+$58.9M

Top Sells

1
+$130M
2
+$106M
3
+$94.6M
4
JWN
Nordstrom
JWN
+$59.6M
5
ABT icon
Abbott
ABT
+$58.7M

Sector Composition

1 Financials 19.03%
2 Healthcare 16.78%
3 Energy 13.38%
4 Communication Services 11.39%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$27.6M 0.39%
54,036
-12,477
77
$27.6M 0.39%
694,158
-223,585
78
$27.4M 0.39%
1,024,007
+88,972
79
$27.2M 0.39%
441,236
-29,709
80
$27M 0.38%
+1,287,950
81
$27M 0.38%
2,232,321
-148,349
82
$26.9M 0.38%
590,054
-40,293
83
$26.8M 0.38%
767,899
-54,451
84
$26.5M 0.38%
1,486,342
+1,174,520
85
$26.4M 0.38%
+1,300,132
86
$26.3M 0.37%
1,764,541
-118,012
87
$26.3M 0.37%
4,916,882
-416,583
88
$26.3M 0.37%
441,599
-112,170
89
$26.1M 0.37%
917,554
-26,600
90
$26.1M 0.37%
748,667
-266,587
91
$26.1M 0.37%
952,125
-62,046
92
$25.8M 0.37%
598,658
-203,046
93
$25.7M 0.36%
466,827
-51,982
94
$25.5M 0.36%
2,819,086
-182,742
95
$25.4M 0.36%
+1,665,898
96
$24.4M 0.35%
1,929,739
-482,409
97
$24.3M 0.35%
2,040,944
-79,797
98
$24.1M 0.34%
386,850
+187,616
99
$23.8M 0.34%
+1,800,028
100
$23.5M 0.33%
745,988
-38,841
2 3
4
5 6