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
$2.56B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$16.8M
3
+$8.51M
4
NVS icon
Novartis
NVS
+$7.98M
5
LH icon
Labcorp
LH
+$7.82M

Top Sells

1
+$34M
2
+$29.6M
3
+$22.5M
4
GSK icon
GSK
GSK
+$16.7M
5
TSM icon
TSMC
TSM
+$16.6M

Sector Composition

1 Financials 19.52%
2 Healthcare 16.17%
3 Technology 14.05%
4 Industrials 11.07%
5 Energy 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.1M 0.43%
37,366
+6,594
77
$10.9M 0.43%
116,308
+2,045
78
$10.8M 0.42%
136,095
-757
79
$10.6M 0.42%
62,396
-264
80
$10.4M 0.41%
131,487
-637
81
$10.3M 0.4%
161,024
+28,502
82
$9.56M 0.37%
190,000
83
$9.56M 0.37%
157,661
+9,665
84
$9.39M 0.37%
45,436
+316
85
$9.04M 0.35%
48,074
-66
86
$8.64M 0.34%
102,341
-2,015
87
$8.2M 0.32%
329,372
-4,908
88
$6.97M 0.27%
146,549
+1,268
89
$6.1M 0.24%
197,960
+6,121
90
$6M 0.23%
73,534
+1,451
91
$5.21M 0.2%
321,211
+2,760
92
$5.05M 0.2%
176,902
+27,203
93
$2.99M 0.12%
43,688
94
$2.95M 0.12%
47,157
95
$2.83M 0.11%
72,021
96
$2.8M 0.11%
39,653
97
$2.8M 0.11%
47,806
+30,905
98
$2.78M 0.11%
13,207
99
$2.68M 0.11%
23,112
100
$2.52M 0.1%
23,068
2 3
4
5 6