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
$2.25B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$38.1M
3
+$29M
4
ROK icon
Rockwell Automation
ROK
+$23M
5
DEO icon
Diageo
DEO
+$11.8M

Top Sells

1
+$51.3M
2
+$31.9M
3
+$28.7M
4
PFG icon
Principal Financial Group
PFG
+$26.6M
5
CTVA icon
Corteva
CTVA
+$16.3M

Sector Composition

1 Financials 21.02%
2 Industrials 17.1%
3 Technology 15.86%
4 Healthcare 8.94%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.83M 0.08%
34,806
-7,460
102
$1.8M 0.08%
28,251
-6,350
103
$1.8M 0.08%
17,699
104
$1.8M 0.08%
16,476
-10,580
105
$1.79M 0.08%
107,318
-23,614
106
$1.75M 0.08%
24,022
-4,886
107
$1.73M 0.08%
+39,852
108
$1.7M 0.08%
34,484
-7,313
109
$1.69M 0.08%
68,107
-47,434
110
$1.68M 0.07%
55,714
-7,627
111
$1.68M 0.07%
42,950
-6,570
112
$1.68M 0.07%
89,003
-20,016
113
$1.65M 0.07%
25,032
-18,324
114
$1.65M 0.07%
24,202
-13,367
115
$1.65M 0.07%
47,076
-25,530
116
$1.64M 0.07%
68,292
-15,488
117
$1.64M 0.07%
30,989
-6,871
118
$1.64M 0.07%
+44,284
119
$1.64M 0.07%
+14,046
120
$1.62M 0.07%
64,086
-14,438
121
$1.56M 0.07%
20,427
-4,626
122
$1.56M 0.07%
+48,268
123
$1.55M 0.07%
72,235
-16,128
124
$1.54M 0.07%
26,274
-5,334
125
$1.54M 0.07%
9,346
-1,937
3 4
5
6 7