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
$2.87B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$79.5M
2
+$57.2M
3
+$56.6M
4
FISV
Fiserv Inc
FISV
+$54.9M
5
PFG icon
Principal Financial Group
PFG
+$45M

Top Sells

1
+$50.1M
2
+$41.2M
3
+$31.4M
4
VMW
VMware, Inc
VMW
+$27.1M
5
V icon
Visa
V
+$22.9M

Sector Composition

1 Financials 21.75%
2 Technology 20.81%
3 Healthcare 17.13%
4 Industrials 13.45%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.41M 0.29%
108,547
+23,919
77
$8.41M 0.29%
190,800
+25,989
78
$8.34M 0.29%
60,290
+12,242
79
$8.31M 0.29%
84,152
+56,452
80
$8.26M 0.29%
36,551
+5,607
81
$8.17M 0.28%
42,885
+18,513
82
$8.13M 0.28%
+38,856
83
$7.92M 0.28%
112,866
+14,303
84
$7.87M 0.27%
76,330
+10,770
85
$7.71M 0.27%
36,422
-108,173
86
$7.63M 0.27%
100,527
-101,331
87
$7.51M 0.26%
87,090
-1,077
88
$7.39M 0.26%
76,807
+10,691
89
$6.57M 0.23%
22,661
+2,919
90
$6.26M 0.22%
+225,033
91
$5.7M 0.2%
116,274
+11,224
92
$4.61M 0.16%
30,427
-23,517
93
$4.45M 0.15%
80,288
+17,422
94
$3.76M 0.13%
+134,754
95
$3.27M 0.11%
62,436
+5,670
96
$3.21M 0.11%
+197,552
97
$3.2M 0.11%
234,814
+17,000
98
$3.19M 0.11%
94,942
+11,022
99
$3.14M 0.11%
47,585
+8,205
100
$3.13M 0.11%
31,667
+5,217
2 3
4
5 6