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
$2.68B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$42.2M
3
+$14.2M
4
COP icon
ConocoPhillips
COP
+$12.8M
5
PNW icon
Pinnacle West Capital
PNW
+$12.4M

Top Sells

1
+$43.9M
2
+$41.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.5M
5
SYY icon
Sysco
SYY
+$15.8M

Sector Composition

1 Financials 19.84%
2 Healthcare 17.17%
3 Technology 13.78%
4 Industrials 12.45%
5 Energy 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.56M 0.1%
11,220
-199
102
$2.55M 0.09%
41,718
-797
103
$2.42M 0.09%
23,067
-3,998
104
$2.41M 0.09%
72,021
-1,794
105
$2.39M 0.09%
10,181
-199
106
$2.39M 0.09%
23,068
-9,170
107
$2.39M 0.09%
23,112
-6,498
108
$2.37M 0.09%
38,535
-4,496
109
$2.34M 0.09%
43,688
-997
110
$2.33M 0.09%
66,657
-1,494
111
$2.33M 0.09%
87,359
-1,993
112
$2.32M 0.09%
64,850
-1,194
113
$2.31M 0.09%
37,444
-997
114
$2.31M 0.09%
24,894
-498
115
$2.29M 0.09%
36,703
-697
116
$2.29M 0.09%
20,305
-498
117
$2.26M 0.08%
22,196
-498
118
$2.24M 0.08%
91,612
-1,992
119
$2.23M 0.08%
84,886
-1,393
120
$2.22M 0.08%
13,207
-299
121
$2.22M 0.08%
20,284
-498
122
$2.22M 0.08%
93,605
-1,992
123
$2.21M 0.08%
33,554
-797
124
$2.2M 0.08%
51,010
-996
125
$2.12M 0.08%
115,398
-2,991
3 4
5
6 7