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
$2.54B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$37.3M
3
+$24.1M
4
HLN icon
Haleon
HLN
+$15.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.1M

Top Sells

1
+$24.8M
2
+$23.4M
3
+$21.3M
4
CNI icon
Canadian National Railway
CNI
+$18.6M
5
WMB icon
Williams Companies
WMB
+$17.7M

Sector Composition

1 Financials 19.16%
2 Healthcare 17.48%
3 Technology 15.04%
4 Industrials 13.03%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.75M 0.11%
29,610
102
$2.74M 0.11%
42,515
103
$2.73M 0.11%
49,399
+56
104
$2.7M 0.11%
66,239
-25,522
105
$2.63M 0.1%
37,972
+202
106
$2.62M 0.1%
38,441
107
$2.6M 0.1%
27,065
108
$2.6M 0.1%
93,604
109
$2.58M 0.1%
13,506
110
$2.52M 0.1%
86,279
111
$2.52M 0.1%
30,157
112
$2.5M 0.1%
25,392
113
$2.48M 0.1%
66,044
114
$2.47M 0.1%
44,649
115
$2.47M 0.1%
22,694
116
$2.47M 0.1%
30,678
117
$2.44M 0.1%
20,782
-5,200
118
$2.44M 0.1%
68,151
119
$2.42M 0.1%
89,352
-21,969
120
$2.4M 0.09%
11,419
-2,075
121
$2.39M 0.09%
52,006
122
$2.38M 0.09%
44,685
+2,371
123
$2.33M 0.09%
34,351
124
$2.3M 0.09%
65,438
-8,454
125
$2.29M 0.09%
21,159
+38
3 4
5
6 7