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
$2.92B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$33.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.6M
5
UBER icon
Uber
UBER
+$15.2M

Top Sells

1
+$93.8M
2
+$57.5M
3
+$37.3M
4
MDT icon
Medtronic
MDT
+$12.3M
5
BRKR icon
Bruker
BRKR
+$11.7M

Sector Composition

1 Technology 24.98%
2 Financials 22.54%
3 Healthcare 14.64%
4 Industrials 13.26%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$8.93M 0.31%
206,646
-1,895
77
$8.89M 0.3%
70,688
-20,337
78
$8.83M 0.3%
106,141
-785
79
$8.8M 0.3%
52,638
-655
80
$8.51M 0.29%
138,583
+19,201
81
$8.47M 0.29%
66,568
-383
82
$8.37M 0.29%
47,521
-3,158
83
$8.36M 0.29%
94,817
-753
84
$8.12M 0.28%
83,368
-789
85
$8.07M 0.28%
91,736
-1,073
86
$8.02M 0.27%
50,651
+2,309
87
$7.57M 0.26%
87,838
-71
88
$5.16M 0.18%
131,060
+10,505
89
$4.85M 0.17%
86,175
-743
90
$4.45M 0.15%
306,850
91
$3.33M 0.11%
36,731
-359
92
$3.32M 0.11%
49,558
-853
93
$3.24M 0.11%
+149,560
94
$3.17M 0.11%
30,619
-495
95
$3.15M 0.11%
82,222
-21,861
96
$3.13M 0.11%
95,382
+7,598
97
$3.13M 0.11%
38,219
-647
98
$3.12M 0.11%
26,965
-15,452
99
$3.08M 0.11%
+46,057
100
$3.07M 0.11%
81,401
-1,590
2 3
4
5 6