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
$2.18B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$83.8M
2
+$82.7M
3
+$42.5M
4
TT icon
Trane Technologies
TT
+$38.6M
5
RTX icon
RTX Corp
RTX
+$31.5M

Top Sells

1
+$85.1M
2
+$82.7M
3
+$57.6M
4
ASML icon
ASML
ASML
+$48M
5
RTN
Raytheon Company
RTN
+$35.6M

Sector Composition

1 Technology 25.54%
2 Industrials 16.1%
3 Financials 14.83%
4 Healthcare 14.58%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.61M 0.21%
38,044
+2,647
77
$4.56M 0.21%
48,670
+239
78
$4.53M 0.21%
22,283
+3,645
79
$4.51M 0.21%
47,053
+1,888
80
$4.49M 0.21%
156,712
+15,495
81
$4.11M 0.19%
23,556
+1,109
82
$4.01M 0.18%
1,231
+451
83
$3.99M 0.18%
202,631
+34,593
84
$3.66M 0.17%
+165,317
85
$3.63M 0.17%
59,546
-945,531
86
$2.55M 0.12%
39,460
+7,302
87
$2.45M 0.11%
+74,077
88
$2.41M 0.11%
30,495
-2,138
89
$2.38M 0.11%
100,545
+15,084
90
$2.38M 0.11%
52,768
-799
91
$2.35M 0.11%
149,646
-39,661
92
$2.34M 0.11%
28,495
+8,421
93
$2.27M 0.1%
178,520
+32,784
94
$2.25M 0.1%
94,636
-1,533
95
$2.21M 0.1%
68,102
-1,365
96
$2.2M 0.1%
43,384
-873
97
$2.2M 0.1%
79,607
+11,726
98
$2.19M 0.1%
32,382
-522
99
$2.18M 0.1%
33,051
+4,859
100
$2.18M 0.1%
143,251
-2,607
2 3
4
5 6