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
$6.36B
AUM Growth
+$2.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$45.5M
2
+$19.6M
3
+$15.6M
4
RES icon
RPC Inc
RES
+$13.1M
5
RBA icon
RB Global
RBA
+$12.7M

Top Sells

1
+$52M
2
+$45.6M
3
+$44.2M
4
SYNA icon
Synaptics
SYNA
+$24.2M
5
CVS icon
CVS Health
CVS
+$23.9M

Sector Composition

1 Financials 21.92%
2 Energy 20.43%
3 Healthcare 10.21%
4 Communication Services 9.27%
5 Industrials 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12.7M 0.2%
+403,018
77
$12.7M 0.2%
319,054
-93,272
78
$12.6M 0.2%
305,025
-96,178
79
$12.6M 0.2%
206,351
-82,585
80
$12.6M 0.2%
945,760
-351,597
81
$12.4M 0.19%
624,993
-180,166
82
$12.2M 0.19%
470,623
-134,962
83
$12.2M 0.19%
410,900
-154,627
84
$12.2M 0.19%
264,650
-14,493
85
$12.1M 0.19%
682,007
-144,620
86
$12.1M 0.19%
514,698
-145,715
87
$11.8M 0.19%
+527,530
88
$11.8M 0.19%
105,257
-26,273
89
$11.8M 0.19%
229,782
-107,514
90
$11.3M 0.18%
633,470
-393,098
91
$11.3M 0.18%
528,527
-146,483
92
$11.2M 0.18%
258,618
-217,877
93
$11.2M 0.18%
+3,046,965
94
$11.1M 0.17%
161,198
-51,645
95
$11M 0.17%
544,177
-157,435
96
$10.9M 0.17%
270,799
-200,430
97
$10.8M 0.17%
+219,672
98
$10.7M 0.17%
+121,314
99
$10.5M 0.17%
1,569,316
+37,123
100
$10.5M 0.16%
329,374
-49,312
2 3
4
5 6