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Cambiar Investors Portfolio holdings

AUM $2.3B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
-2.21%
1 Year Est. Return
+24.77%
3 Year Est. Return
+59.19%
5 Year Est. Return
+64.5%
10 Year Est. Return
+13,161.1%
AUM
$2.52B
AUM Growth
-$77M
Cap. Flow
-$26.9M
Cap. Flow %
-1.07%
Top 10 Hldgs %
24.6%
Holding
164
New
17
Increased
22
Reduced
111
Closed
10

Top Buys

Rank Stock Value
1
ELV icon
Elevance Health
ELV
+$51.7M
2
IWD icon
iShares Russell 1000 Value ETF
IWD
+$50M
3
EFA icon
iShares MSCI EAFE ETF
EFA
+$41.9M
4
ABNB icon
Airbnb
ABNB
+$37.8M
5
EL icon
Estee Lauder
EL
+$35.7M

Top Sells

Rank Stock Value
1
WAT icon
Waters Corp
WAT
+$49.7M
2
MRVL icon
Marvell Technology
MRVL
+$43.4M
3
WMB icon
Williams Companies
WMB
+$41.9M
4
ICE icon
Intercontinental Exchange
ICE
+$35.3M
5
HQY icon
HealthEquity
HQY
+$15.4M

Sector Composition

Rank Sector Weight
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
UCB
101
United Community Banks
UCB
$4.25B
$2.53M 0.1%
78,252
-6,725
-8% -$209K
IDA icon
102
Idacorp
IDA
$8.08B
$2.51M 0.1%
22,938
-1,980
-8% -$218K
MRVL icon
103
Marvell Technology
MRVL
$191B
$2.5M 0.1%
22,604
-467,590
-95% -$43.4M
FAF icon
104
First American
FAF
$7.33B
$2.4M 0.1%
38,450
-3,315
-8% -$216K
ATMU icon
105
Atmus Filtration Technologies
ATMU
$4.11B
$2.38M 0.09%
60,730
-5,190
-8% -$211K
AEIS icon
106
Advanced Energy
AEIS
$12.8B
$2.35M 0.09%
20,366
-1,530
-7% -$172K
RNR icon
107
RenaissanceRe
RNR
$13.3B
$2.34M 0.09%
9,393
-805
-8% -$216K
PB icon
108
Prosperity Bancshares
PB
$8.83B
$2.33M 0.09%
30,941
-2,655
-8% -$205K
HQY icon
109
HealthEquity
HQY
$8.91B
$2.28M 0.09%
23,780
-164,965
-87% -$15.4M
TXNM
110
TXNM Energy Inc
TXNM
$5.91B
$2.25M 0.09%
+45,781
New +$2.11M
UBSI icon
111
United Bankshares
UBSI
$6.55B
$2.24M 0.09%
59,782
-5,135
-8% -$202K
USPH icon
112
US Physical Therapy
USPH
$1.24B
$2.18M 0.09%
24,550
-2,105
-8% -$188K
TSEM icon
113
Tower Semiconductor
TSEM
$29.3B
$2.16M 0.09%
41,920
-25,930
-38% -$1.21M
HUBG icon
114
HUB Group
HUBG
$2.93B
$2.1M 0.08%
47,035
-4,035
-8% -$188K
ACWI icon
115
iShares MSCI ACWI ETF
ACWI
$33.3B
$2.02M 0.08%
17,149
+13,123
+326% +$1.57M
ADUS icon
116
Addus HomeCare
ADUS
$2.24B
$1.93M 0.08%
15,413
-1,320
-8% -$167K
ALG icon
117
Alamo Group
ALG
$2.05B
$1.92M 0.08%
10,352
-885
-8% -$165K
MMI icon
118
Marcus & Millichap
MMI
$1.15B
$1.91M 0.08%
49,914
-4,285
-8% -$168K
VEA icon
119
Vanguard FTSE Developed Markets ETF
VEA
$236B
$1.85M 0.07%
38,760
+34,906
+906% +$1.75M
CBT icon
120
Cabot Corp
CBT
$4.47B
$1.85M 0.07%
20,266
-1,730
-8% -$186K
RMBS icon
121
Rambus
RMBS
$10.6B
$1.83M 0.07%
34,526
-2,960
-8% -$151K
OLED icon
122
Universal Display
OLED
$4.15B
$1.78M 0.07%
12,169
-1,045
-8% -$186K
EFOR
123
Everforth Inc
EFOR
$1.35B
$1.77M 0.07%
21,282
-1,815
-8% -$166K
NTST
124
NETSTREIT Corp
NTST
$2.03B
$1.74M 0.07%
123,290
-10,550
-8% -$164K
DIOD icon
125
Diodes
DIOD
$4.69B
$1.7M 0.07%
27,636
-2,375
-8% -$148K
3 4
5
6 7

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NSAM
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MAP
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ABI
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LCM
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GCP
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CM
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LCM
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BWFA
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Cambiar Investors's Q4 2024 Portfolio in Review

As of Q4 2024, Cambiar Investors held 164 positions worth $2.52B, down 3% from $2.6B the previous quarter. Its ten largest holdings account for 25% of the portfolio.

Cambiar Investors's Q4 2024 filing shows 17 new, 22 increased, 111 reduced and 10 closed positions. Its largest new stake was Elevance Health: 123,650 shares worth $45.6M. The largest sale was Waters Corp, an estimated $49.7M.

By sector, the portfolio is most concentrated in Financials at 20% of assets, down from 22% a quarter earlier, followed by Healthcare and Technology.

  • Cambiar Investors's largest Q4 2024 buy was Elevance Health: 123,650 shares worth $45.6M.
  • Cambiar Investors added most to iShares Russell 1000 Value ETF in Q4 2024, an estimated $50M increase.
  • Cambiar Investors's biggest Q4 2024 reduction was Waters Corp, cutting an estimated $49.7M.
  • Cambiar Investors fully exited Targa Resources in Q4 2024, selling an estimated $12.3M.
  • Cambiar Investors's ten largest holdings make up 25% of its $2.52B portfolio in Q4 2024.
  • Cambiar Investors opened 17 new positions and closed 10 in Q4 2024.
  • Cambiar Investors's portfolio value fell 3% quarter-over-quarter to $2.52B.

Based on Cambiar Investors's 13F filing for Q4 2024, filed 29 Jan 2025.