CI

Cambiar Investors Portfolio holdings

AUM $2.38B
1-Year Est. Return 11.61%
This Quarter Est. Return
1 Year Est. Return
+11.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.03B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$99.8M
3
+$89.2M
4
WFC icon
Wells Fargo
WFC
+$82.6M
5
CSX icon
CSX Corp
CSX
+$58.9M

Top Sells

1
+$130M
2
+$106M
3
+$94.6M
4
JWN
Nordstrom
JWN
+$59.6M
5
ABT icon
Abbott
ABT
+$58.7M

Sector Composition

1 Financials 19.03%
2 Healthcare 16.78%
3 Energy 13.38%
4 Communication Services 11.39%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$23.5M 0.33%
+1,783,498
102
$23M 0.33%
465,381
-30,115
103
$9.35M 0.13%
+350,390
104
$7.95M 0.11%
110,745
+65,333
105
$5.26M 0.07%
97,322
-6,038
106
$5.23M 0.07%
163,360
+52,832
107
$4.21M 0.06%
111,997
-1,624
108
$4.14M 0.06%
104,025
-565
109
$3.93M 0.06%
71,025
-708
110
$3.87M 0.06%
32,457
-5,438
111
$3.85M 0.05%
112,778
+2,069
112
$3.85M 0.05%
383,045
-55,092
113
$3.83M 0.05%
60,606
+1,606
114
$3.83M 0.05%
31,451
-4,703
115
$3.77M 0.05%
76,922
-5,435
116
$3.75M 0.05%
118,323
-4,667
117
$3.75M 0.05%
38,609
-3,716
118
$3.73M 0.05%
55,595
-555
119
$3.73M 0.05%
125,791
+3,453
120
$3.71M 0.05%
70,741
-445
121
$3.7M 0.05%
+96,954
122
$3.61M 0.05%
51,682
+1,464
123
$3.61M 0.05%
117,417
+14,493
124
$3.6M 0.05%
100,883
-1,136
125
$3.57M 0.05%
78,746
-560
3 4
5
6 7