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
$1.98B
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$29.2M
2
+$25.1M
3
+$7.78M
4
TEL icon
TE Connectivity
TEL
+$7.22M
5
TRGP icon
Targa Resources
TRGP
+$6.3M

Top Sells

1
+$50.5M
2
+$26.2M
3
+$18.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.9M
5
FWONK icon
Liberty Media Series C
FWONK
+$15.3M

Sector Composition

1 Financials 22.92%
2 Industrials 17.54%
3 Technology 16.65%
4 Healthcare 8.93%
5 Consumer Staples 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.82M 0.09%
55,137
-577
102
$1.82M 0.09%
86,897
-20,421
103
$1.82M 0.09%
71,611
-624
104
$1.79M 0.09%
304,970
-2,724
105
$1.78M 0.09%
27,944
-307
106
$1.75M 0.09%
35,683
-157,564
107
$1.71M 0.09%
46,259
+6,407
108
$1.71M 0.09%
17,699
109
$1.7M 0.09%
13,887
-159
110
$1.69M 0.09%
38,625
-3,230
111
$1.66M 0.08%
46,548
-528
112
$1.64M 0.08%
42,506
-444
113
$1.59M 0.08%
23,926
-276
114
$1.57M 0.08%
88,182
-821
115
$1.54M 0.08%
67,336
-771
116
$1.51M 0.08%
29,962
-14,200
117
$1.49M 0.08%
19,655
+3,179
118
$1.49M 0.08%
34,102
-382
119
$1.47M 0.07%
22,593
-125
120
$1.46M 0.07%
26,075
-199
121
$1.45M 0.07%
+40,388
122
$1.43M 0.07%
43,714
-570
123
$1.42M 0.07%
117,785
-1,456
124
$1.41M 0.07%
30,682
-307
125
$1.39M 0.07%
68,016
-276
3 4
5
6 7