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
$6.87B
AUM Growth
+$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$77.5M
3
+$69.1M
4
APC
Anadarko Petroleum
APC
+$59.8M
5
SNN icon
Smith & Nephew
SNN
+$57.8M

Top Sells

1
+$87M
2
+$80.3M
3
+$78.7M
4
SWK icon
Stanley Black & Decker
SWK
+$76.6M
5
MRK icon
Merck
MRK
+$72M

Sector Composition

1 Financials 25.33%
2 Healthcare 14.23%
3 Technology 14.1%
4 Industrials 11.75%
5 Communication Services 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.09M 0.03%
77,323
+21,740
127
$2.09M 0.03%
102,594
+27,725
128
$2.08M 0.03%
+32,709
129
$2.07M 0.03%
18,159
-534
130
$2.04M 0.03%
110,505
+28,712
131
$2.04M 0.03%
+48,288
132
$2.02M 0.03%
93,257
+11,940
133
$2.02M 0.03%
45,992
+608
134
$2.01M 0.03%
24,418
+9,503
135
$1.97M 0.03%
65,609
+19,443
136
$1.81M 0.03%
17,028
+3,578
137
$1.8M 0.03%
24,050
+5,263
138
$1.74M 0.03%
188
+50
139
$325K ﹤0.01%
15,975
+260
140
$301K ﹤0.01%
2,700
+110
141
$293K ﹤0.01%
28,705
+480
142
– –
-32,596
143
– –
-87,539
144
– –
-1,523,431
145
– –
-669,422
146
– –
-4,370
147
– –
-1,408,926
148
– –
-71,533
149
– –
-10,960
150
– –
-4,650
3 4 5
6
7