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
$2.87B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$79.5M
2
+$57.2M
3
+$56.6M
4
FISV
Fiserv Inc
FISV
+$54.9M
5
PFG icon
Principal Financial Group
PFG
+$45M

Top Sells

1
+$50.1M
2
+$41.2M
3
+$31.4M
4
VMW
VMware, Inc
VMW
+$27.1M
5
V icon
Visa
V
+$22.9M

Sector Composition

1 Financials 21.75%
2 Technology 20.81%
3 Healthcare 17.13%
4 Industrials 13.45%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.09M 0.11%
+47,197
102
$3.05M 0.11%
30,518
+4,329
103
$3.05M 0.11%
+42,206
104
$3.04M 0.11%
218,766
-2,035
105
$3.01M 0.1%
162,981
+31,175
106
$2.98M 0.1%
33,595
+1,225
107
$2.97M 0.1%
19,082
-194
108
$2.97M 0.1%
117,467
-31,283
109
$2.95M 0.1%
31,775
+9,157
110
$2.95M 0.1%
39,332
-541
111
$2.94M 0.1%
+113,925
112
$2.94M 0.1%
86,111
-30,520
113
$2.92M 0.1%
71,549
-11,177
114
$2.91M 0.1%
+69,496
115
$2.9M 0.1%
40,086
+6,014
116
$2.9M 0.1%
31,918
-740
117
$2.9M 0.1%
36,266
-561
118
$2.89M 0.1%
66,329
-1,010
119
$2.88M 0.1%
126,370
-1,069
120
$2.88M 0.1%
17,978
+2,908
121
$2.88M 0.1%
74,639
-5,974
122
$2.87M 0.1%
34,247
+3,855
123
$2.85M 0.1%
70,569
+1,077
124
$2.83M 0.1%
145,804
-2,273
125
$2.83M 0.1%
88,721
-15,942
3 4
5
6 7