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
$3.11B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$28.3M
3
+$17.9M
4
EAF icon
GrafTech
EAF
+$15.1M
5
MRCY icon
Mercury Systems
MRCY
+$14.3M

Top Sells

1
+$33.3M
2
+$30M
3
+$30M
4
AXP icon
American Express
AXP
+$25.5M
5
SNN icon
Smith & Nephew
SNN
+$11.1M

Sector Composition

1 Technology 21.35%
2 Financials 20.84%
3 Healthcare 16.8%
4 Industrials 13.03%
5 Consumer Discretionary 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.62M 0.31%
210,408
+17,817
77
$9.61M 0.31%
46,573
+3,688
78
$9.58M 0.31%
123,853
+10,987
79
$9.58M 0.31%
133,633
+10,986
80
$9.41M 0.3%
106,926
+9,457
81
$9.25M 0.3%
84,157
+7,827
82
$9.19M 0.3%
95,570
+7,502
83
$9.17M 0.3%
+281,517
84
$9.17M 0.29%
105,880
+9,738
85
$9.12M 0.29%
92,809
+8,657
86
$9.06M 0.29%
66,951
+6,661
87
$8.64M 0.28%
85,501
+8,694
88
$7.57M 0.24%
87,909
+819
89
$6.97M 0.22%
88,417
-12,110
90
$5.03M 0.16%
120,555
+4,281
91
$4.94M 0.16%
86,918
+6,630
92
$4.85M 0.16%
30,588
+161
93
$4.06M 0.13%
+306,850
94
$3.53M 0.11%
148,798
+2,994
95
$3.5M 0.11%
18,612
-470
96
$3.41M 0.11%
42,417
-2,257
97
$3.29M 0.11%
84,560
+1,390
98
$3.26M 0.1%
48,045
+848
99
$3.25M 0.1%
+28,858
100
$3.21M 0.1%
222,566
+3,800
2 3
4
5 6