CI

Cambiar Investors Portfolio holdings

AUM $2.24B
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.03B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$166M
2
+$102M
3
+$95.3M
4
WFC icon
Wells Fargo
WFC
+$85.1M
5
XL
XL Group Ltd.
XL
+$59.4M

Top Sells

1
+$130M
2
+$106M
3
+$94.6M
4
JWN
Nordstrom
JWN
+$59.6M
5
ABT icon
Abbott
ABT
+$58.7M

Sector Composition

1 Financials 19.03%
2 Healthcare 16.78%
3 Energy 13.38%
4 Communication Services 11.39%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.55M 0.05%
312,433
+8,307
127
$3.5M 0.05%
77,826
+2,397
128
$3.45M 0.05%
137,391
-8,877
129
$3.42M 0.05%
48,654
+1,086
130
$3.41M 0.05%
70,247
+18,131
131
$954K 0.01%
40,000
132
$726K 0.01%
25,030
-952,363
133
$444K 0.01%
25,950
134
$394K 0.01%
6,341
-239
135
$372K 0.01%
+20,298
136
$366K 0.01%
33,400
+4,430
137
$351K 0.01%
5,015
+675
138
$337K ﹤0.01%
6,705
+895
139
– –
-1,655,935
140
– –
-1,402,301
141
– –
-719,919
142
– –
-37,779
143
– –
-180,343
144
– –
-4,928,327
145
– –
-4,280,750
146
– –
-411,638
147
– –
-1,041,193
148
– –
-60,493
149
– –
-33,035
150
– –
-22,485
3 4 5
6
7