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
$2.52B
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$45.6M
3
+$40M
4
ABNB icon
Airbnb
ABNB
+$36.9M
5
EL icon
Estee Lauder
EL
+$33.9M

Top Sells

1
+$51.6M
2
+$50.4M
3
+$42.1M
4
ICE icon
Intercontinental Exchange
ICE
+$33.2M
5
HQY icon
HealthEquity
HQY
+$15.8M

Sector Composition

1 Financials 19.51%
2 Healthcare 16.31%
3 Technology 13.4%
4 Industrials 10.52%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.65M 0.38%
139,652
-17,651
77
$9.64M 0.38%
33,136
-4,193
78
$9.37M 0.37%
326,088
-105,888
79
$8.86M 0.35%
132,600
-10,449
80
$8.59M 0.34%
+224,019
81
$8.55M 0.34%
170,000
-20,000
82
$8.52M 0.34%
114,120
-17,850
83
$8.21M 0.33%
102,435
-13,180
84
$8.08M 0.32%
241,605
-56,837
85
$8.07M 0.32%
376,991
-83,825
86
$7.75M 0.31%
+221,148
87
$7.39M 0.29%
40,050
-5,880
88
$7.22M 0.29%
108,284
+85,244
89
$7.08M 0.28%
97,383
-10,771
90
$6.22M 0.25%
317,599
+92
91
$5.87M 0.23%
309,210
-31,024
92
$5.76M 0.23%
70,262
-3,163
93
$3.96M 0.16%
135,000
+9,000
94
$3.25M 0.13%
39,325
-3,380
95
$3.16M 0.13%
35,621
-3,050
96
$3.05M 0.12%
55,735
-4,780
97
$2.87M 0.11%
86,292
-7,420
98
$2.78M 0.11%
35,533
-3,050
99
$2.65M 0.11%
33,555
-2,880
100
$2.56M 0.1%
80,530
-6,925
2 3
4
5 6