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
$2.25B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$38.1M
3
+$29M
4
ROK icon
Rockwell Automation
ROK
+$23M
5
DEO icon
Diageo
DEO
+$11.8M

Top Sells

1
+$51.3M
2
+$31.9M
3
+$28.7M
4
PFG icon
Principal Financial Group
PFG
+$26.6M
5
CTVA icon
Corteva
CTVA
+$16.3M

Sector Composition

1 Financials 21.02%
2 Industrials 17.1%
3 Technology 15.86%
4 Healthcare 8.94%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.26M 0.32%
53,281
-73
77
$7.1M 0.32%
93,648
+395
78
$7.09M 0.32%
113,433
-129
79
$7.05M 0.31%
+62,302
80
$6.97M 0.31%
129,844
-20,864
81
$6.95M 0.31%
83,932
-151
82
$6.66M 0.3%
31,145
-355
83
$6.66M 0.3%
94,261
-54,526
84
$6.26M 0.28%
+223,697
85
$6.17M 0.27%
58,643
-2,504
86
$6.15M 0.27%
+139,254
87
$5.05M 0.22%
53,639
+2,766
88
$4.77M 0.21%
142,568
-4,502
89
$4.05M 0.18%
83,877
90
$3.02M 0.13%
40,402
-6,071
91
$2.43M 0.11%
44,162
-9,953
92
$2.28M 0.1%
20,709
-173
93
$2.27M 0.1%
14,502
-3,091
94
$2.21M 0.1%
20,880
-6,562
95
$2.2M 0.1%
101,247
-23,098
96
$2.13M 0.09%
21,357
-4,716
97
$2.08M 0.09%
119,241
-26,682
98
$1.89M 0.08%
41,855
-12,790
99
$1.88M 0.08%
20,432
-4,584
100
$1.83M 0.08%
+22,029
2 3
4
5 6