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
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$57.1M
3
+$34.1M
4
WELL icon
Welltower
WELL
+$32.6M
5
USB icon
US Bancorp
USB
+$31.4M

Top Sells

1
+$50.3M
2
+$32.7M
3
+$27.7M
4
TSM icon
TSMC
TSM
+$27.3M
5
TT icon
Trane Technologies
TT
+$27.1M

Sector Composition

1 Technology 22.49%
2 Healthcare 16.34%
3 Financials 16.09%
4 Industrials 13.74%
5 Consumer Discretionary 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.79M 0.11%
217,814
+89,465
102
$2.77M 0.11%
+39,873
103
$2.75M 0.11%
77,685
-2,313
104
$2.73M 0.11%
220,801
-6,569
105
$2.71M 0.11%
32,658
-998
106
$2.7M 0.11%
67,339
-2,117
107
$2.7M 0.11%
127,439
-4,189
108
$2.69M 0.11%
27,700
-7,133
109
$2.68M 0.1%
56,205
-1,619
110
$2.67M 0.1%
46,873
111
$2.66M 0.1%
+82,726
112
$2.61M 0.1%
80,613
-3,593
113
$2.6M 0.1%
36,827
-7,962
114
$2.58M 0.1%
148,077
-5,102
115
$2.58M 0.1%
52,522
-1,617
116
$2.57M 0.1%
+131,806
117
$2.56M 0.1%
26,454
-41,738
118
$2.55M 0.1%
56,766
-1,831
119
$2.55M 0.1%
19,276
-1,051
120
$2.54M 0.1%
68,228
-16,098
121
$2.53M 0.1%
69,492
+4,405
122
$2.52M 0.1%
26,189
-865
123
$2.5M 0.1%
15,070
+2,461
124
$2.49M 0.1%
32,370
-9,356
125
$2.48M 0.1%
26,351
+2,210
3 4
5
6 7