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
$2.52B
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$45.6M
3
+$40M
4
ABNB icon
Airbnb
ABNB
+$36.9M
5
EL icon
Estee Lauder
EL
+$33.9M

Top Sells

1
+$51.6M
2
+$50.4M
3
+$42.1M
4
ICE icon
Intercontinental Exchange
ICE
+$33.2M
5
HQY icon
HealthEquity
HQY
+$15.8M

Sector Composition

1 Financials 19.51%
2 Healthcare 16.31%
3 Technology 13.4%
4 Industrials 10.52%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.53M 0.1%
78,252
-6,725
102
$2.51M 0.1%
22,938
-1,980
103
$2.5M 0.1%
22,604
-467,590
104
$2.4M 0.1%
38,450
-3,315
105
$2.38M 0.09%
60,730
-5,190
106
$2.35M 0.09%
20,366
-1,530
107
$2.34M 0.09%
9,393
-805
108
$2.33M 0.09%
30,941
-2,655
109
$2.28M 0.09%
23,780
-164,965
110
$2.25M 0.09%
+45,781
111
$2.24M 0.09%
59,782
-5,135
112
$2.18M 0.09%
24,550
-2,105
113
$2.16M 0.09%
41,920
-25,930
114
$2.1M 0.08%
47,035
-4,035
115
$2.02M 0.08%
17,149
+13,123
116
$1.93M 0.08%
15,413
-1,320
117
$1.92M 0.08%
10,352
-885
118
$1.91M 0.08%
49,914
-4,285
119
$1.85M 0.07%
38,760
+34,906
120
$1.85M 0.07%
20,266
-1,730
121
$1.83M 0.07%
34,526
-2,960
122
$1.78M 0.07%
12,169
-1,045
123
$1.77M 0.07%
21,282
-1,815
124
$1.74M 0.07%
123,290
-10,550
125
$1.7M 0.07%
27,636
-2,375
3 4
5
6 7