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
$2.18B
AUM Growth
+$193M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$83.8M
2
+$82.7M
3
+$42.5M
4
TT icon
Trane Technologies
TT
+$38.6M
5
RTX icon
RTX Corp
RTX
+$31.5M

Top Sells

1
+$85.1M
2
+$82.7M
3
+$57.6M
4
ASML icon
ASML
ASML
+$48M
5
RTN
Raytheon Company
RTN
+$35.6M

Sector Composition

1 Technology 25.54%
2 Industrials 16.1%
3 Financials 14.83%
4 Healthcare 14.58%
5 Consumer Discretionary 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.17M 0.1%
38,304
-551
102
$2.15M 0.1%
+39,180
103
$2.11M 0.1%
78,434
-1,674
104
$2.08M 0.1%
26,532
+3,176
105
$2.05M 0.09%
65,166
-1,085
106
$2.05M 0.09%
31,854
-594
107
$2.05M 0.09%
+57,315
108
$2.05M 0.09%
+35,400
109
$2.04M 0.09%
55,033
-303
110
$2.04M 0.09%
216,062
+2,331
111
$2.04M 0.09%
11,896
-231
112
$2.02M 0.09%
23,157
+2,040
113
$2.02M 0.09%
17,089
+7,346
114
$2.02M 0.09%
40,542
+2,815
115
$2M 0.09%
41,624
+3,840
116
$1.98M 0.09%
+62,613
117
$1.95M 0.09%
79,831
-1,168
118
$1.94M 0.09%
80,984
-1,358
119
$1.93M 0.09%
129,697
+41,293
120
$1.89M 0.09%
49,280
+1,443
121
$1.87M 0.09%
15,464
-228
122
$1.86M 0.09%
10,096
+1,172
123
$1.86M 0.09%
13,815
-12,830
124
$1.84M 0.08%
63,621
-875
125
$1.78M 0.08%
22,083
-246
3 4
5
6 7