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
$2.68B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$42.2M
3
+$14.2M
4
COP icon
ConocoPhillips
COP
+$12.8M
5
PNW icon
Pinnacle West Capital
PNW
+$12.4M

Top Sells

1
+$43.9M
2
+$41.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.5M
5
SYY icon
Sysco
SYY
+$15.8M

Sector Composition

1 Financials 19.84%
2 Healthcare 17.17%
3 Technology 13.78%
4 Industrials 12.45%
5 Energy 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.9M 0.44%
132,124
+14,394
77
$11.8M 0.44%
275,645
+1,762
78
$11.7M 0.44%
469,534
+80,971
79
$11.6M 0.43%
138,638
+674
80
$11.5M 0.43%
62,660
+188
81
$11.5M 0.43%
309,474
+5,956
82
$11.5M 0.43%
136,852
+1,347
83
$11.4M 0.42%
106,690
+673
84
$11.1M 0.41%
139,025
-244,751
85
$11.1M 0.41%
334,280
+10,848
86
$10.5M 0.39%
114,263
+1,895
87
$9.56M 0.36%
190,000
+110,000
88
$9.46M 0.35%
104,356
+2,694
89
$8.43M 0.31%
147,996
+6,126
90
$7.47M 0.28%
145,281
+33,420
91
$7.35M 0.27%
41,027
-145,914
92
$6.09M 0.23%
191,839
+163,276
93
$5.89M 0.22%
72,083
+18,486
94
$5.01M 0.19%
318,451
+1,380
95
$4.38M 0.16%
149,699
+18,865
96
$2.83M 0.11%
87,598
-6,992
97
$2.77M 0.1%
36,975
-997
98
$2.73M 0.1%
47,157
-10,495
99
$2.6M 0.1%
28,160
-1,997
100
$2.58M 0.1%
39,653
-4,996
2 3
4
5 6