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
$2.6B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$18.7M
3
+$13.8M
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$11.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$10.1M

Top Sells

1
+$41.1M
2
+$39.6M
3
+$37.3M
4
GS icon
Goldman Sachs
GS
+$21M
5
NVS icon
Novartis
NVS
+$10.5M

Sector Composition

1 Financials 21.81%
2 Healthcare 18.02%
3 Technology 13.62%
4 Industrials 10.61%
5 Energy 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.76M 0.11%
41,765
+47
102
$2.59M 0.1%
66,729
+72
103
$2.57M 0.1%
24,918
+24
104
$2.52M 0.1%
87,455
+96
105
$2.47M 0.1%
65,920
+84
106
$2.47M 0.1%
84,977
+91
107
$2.46M 0.09%
21,996
+25
108
$2.43M 0.09%
93,712
+107
109
$2.42M 0.09%
33,596
+42
110
$2.41M 0.09%
64,917
+67
111
$2.32M 0.09%
51,070
+60
112
$2.3M 0.09%
21,896
+24
113
$2.26M 0.09%
26,655
+6,350
114
$2.25M 0.09%
36,179
-11,627
115
$2.23M 0.09%
16,733
-6,379
116
$2.21M 0.09%
133,840
+18,442
117
$2.15M 0.08%
23,097
+30
118
$2.15M 0.08%
54,199
+60
119
$2.14M 0.08%
91,708
+96
120
$2.02M 0.08%
11,237
+17
121
$1.92M 0.07%
30,011
+30
122
$1.79M 0.07%
298,944
+358
123
$1.79M 0.07%
20,303
+19
124
$1.74M 0.07%
33,103
+40
125
$1.66M 0.06%
148,797
+156
2 3 4
5
6