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
$2.56B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$57.1M
3
+$34.1M
4
WELL icon
Welltower
WELL
+$32.6M
5
USB icon
US Bancorp
USB
+$31.4M

Top Sells

1
+$50.3M
2
+$32.7M
3
+$27.7M
4
TSM icon
TSMC
TSM
+$27.3M
5
TT icon
Trane Technologies
TT
+$27.1M

Sector Composition

1 Technology 22.49%
2 Healthcare 16.34%
3 Financials 16.09%
4 Industrials 13.74%
5 Consumer Discretionary 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.42M 0.25%
102,837
+192
77
$6.35M 0.25%
211,724
-59,260
78
$6.34M 0.25%
66,436
+8,120
79
$6.26M 0.24%
85,560
+15,307
80
$6.25M 0.24%
39,839
+157
81
$6.22M 0.24%
65,560
+239
82
$6.1M 0.24%
35,775
+7,729
83
$6.07M 0.24%
52,211
-7,753
84
$5.98M 0.23%
142,933
+22,604
85
$5.83M 0.23%
106,402
-134
86
$4.93M 0.19%
19,742
-4,537
87
$4.67M 0.18%
105,050
+23,330
88
$4.62M 0.18%
24,372
-7,351
89
$4.19M 0.16%
+30,944
90
$3.68M 0.14%
62,866
+27,466
91
$3.67M 0.14%
50,983
-1,360
92
$3.32M 0.13%
116,631
-4,137
93
$3.03M 0.12%
148,750
-4,397
94
$2.98M 0.12%
24,900
+10,063
95
$2.92M 0.11%
79,589
+5,371
96
$2.89M 0.11%
21,338
97
$2.87M 0.11%
13,387
+1,112
98
$2.82M 0.11%
53,427
+7,142
99
$2.81M 0.11%
142,700
-37,928
100
$2.8M 0.11%
63,913
-1,721
2 3
4
5 6