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
$2.32B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$39.8M
3
+$39M
4
SU icon
Suncor Energy
SU
+$26.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.5M

Top Sells

1
+$33.9M
2
+$33.1M
3
+$29.6M
4
SAP icon
SAP
SAP
+$11.2M
5
UBER icon
Uber
UBER
+$10M

Sector Composition

1 Financials 17.77%
2 Industrials 16.16%
3 Healthcare 14.14%
4 Technology 13.87%
5 Energy 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.03M 0.39%
204,581
+13,339
77
$9M 0.39%
36,974
+2,468
78
$8.96M 0.39%
123,955
+1,515
79
$8.89M 0.38%
+33,232
80
$8.82M 0.38%
201,981
+14,310
81
$8.7M 0.37%
43,087
+8,607
82
$8.69M 0.37%
71,492
+4,674
83
$7.91M 0.34%
226,506
+14,581
84
$7.02M 0.3%
83,224
+6,624
85
$6.91M 0.3%
301,816
+19,208
86
$6.62M 0.29%
89,982
+4,733
87
$6.28M 0.27%
76,382
-4,579
88
$5.96M 0.26%
478,114
+25,884
89
$4.86M 0.21%
123,332
-25,338
90
$3.59M 0.15%
75,029
-8,468
91
$3.13M 0.14%
33,635
-6,693
92
$3.06M 0.13%
121,822
-309
93
$2.87M 0.12%
14,335
-67
94
$2.87M 0.12%
29,268
-163
95
$2.79M 0.12%
54,469
-18,584
96
$2.78M 0.12%
29,952
-186
97
$2.77M 0.12%
102,062
-142
98
$2.76M 0.12%
25,463
-216
99
$2.75M 0.12%
17,736
-5,434
100
$2.74M 0.12%
141,383
-461,460
2 3
4
5 6