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
$2.32B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$39.8M
3
+$39M
4
SU icon
Suncor Energy
SU
+$26.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.5M

Top Sells

1
+$33.9M
2
+$33.1M
3
+$29.6M
4
SAP icon
SAP
SAP
+$11.2M
5
UBER icon
Uber
UBER
+$10M

Sector Composition

1 Financials 17.77%
2 Industrials 16.16%
3 Healthcare 14.14%
4 Technology 13.87%
5 Energy 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.71M 0.12%
46,222
-95
102
$2.64M 0.11%
35,632
-157
103
$2.63M 0.11%
41,782
-214
104
$2.63M 0.11%
14,295
-2,911
105
$2.62M 0.11%
21,562
-88
106
$2.6M 0.11%
93,147
-8,690
107
$2.6M 0.11%
24,325
-106
108
$2.58M 0.11%
66,278
-706
109
$2.55M 0.11%
23,696
-94
110
$2.5M 0.11%
25,544
-136
111
$2.47M 0.11%
309,389
-5,982
112
$2.42M 0.1%
44,441
-243
113
$2.39M 0.1%
42,911
-173
114
$2.32M 0.1%
32,160
-174
115
$2.31M 0.1%
71,948
+9,884
116
$2.28M 0.1%
21,082
+373
117
$2.22M 0.1%
52,260
-282
118
$2.2M 0.09%
158,527
-707
119
$2.14M 0.09%
33,971
-216
120
$2.12M 0.09%
116,042
-456
121
$2.11M 0.09%
25,620
-87
122
$2.1M 0.09%
42,912
-262
123
$2.08M 0.09%
58,968
-311
124
$2.07M 0.09%
64,039
-504
125
$1.98M 0.09%
32,118
-158
2 3 4
5
6