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
$2.6B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$18.7M
3
+$13.8M
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$11.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$10.1M

Top Sells

1
+$41.1M
2
+$39.6M
3
+$37.3M
4
GS icon
Goldman Sachs
GS
+$21M
5
NVS icon
Novartis
NVS
+$10.5M

Sector Composition

1 Financials 21.81%
2 Healthcare 18.02%
3 Technology 13.62%
4 Industrials 10.61%
5 Energy 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$11.1M 0.43%
127,405
-4,082
77
$11.1M 0.43%
161,240
+216
78
$10.5M 0.4%
137,000
+905
79
$10.4M 0.4%
157,303
-358
80
$10.2M 0.39%
51,446
+3,372
81
$10M 0.39%
115,615
-693
82
$9.54M 0.37%
190,000
83
$9.26M 0.36%
143,049
+1,378
84
$9.21M 0.35%
340,234
+10,862
85
$9.05M 0.35%
45,930
+494
86
$8.04M 0.31%
108,154
+5,813
87
$6.57M 0.25%
144,964
-1,585
88
$6.11M 0.23%
73,425
-109
89
$6.09M 0.23%
32,106
-48,090
90
$5.1M 0.2%
317,507
-3,704
91
$3.79M 0.15%
126,000
-50,902
92
$3.1M 0.12%
23,040
-28
93
$3.08M 0.12%
38,671
-982
94
$3.06M 0.12%
42,705
-983
95
$3M 0.12%
67,850
-4,171
96
$2.9M 0.11%
60,515
-3,428
97
$2.89M 0.11%
36,435
-540
98
$2.78M 0.11%
10,198
+17
99
$2.77M 0.11%
13,214
+7
100
$2.76M 0.11%
38,583
+48
2 3
4
5 6