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
$5.82B
AUM Growth
-$1.03B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$76.7M
2
+$59.9M
3
+$51.8M
4
NBL
Noble Energy, Inc.
NBL
+$44.8M
5
BMY icon
Bristol-Myers Squibb
BMY
+$42.9M

Top Sells

1
+$196M
2
+$183M
3
+$176M
4
AZN icon
AstraZeneca
AZN
+$148M
5
ERIC icon
Ericsson
ERIC
+$146M

Sector Composition

1 Financials 22.81%
2 Energy 19.48%
3 Healthcare 13.86%
4 Industrials 11.77%
5 Technology 7.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.32M 0.06%
86,058
-6,840
127
$3.32M 0.06%
131,058
-9,962
128
$3.29M 0.06%
27,159
+2,004
129
$3.25M 0.06%
58,160
-5,046
130
$3.21M 0.06%
38,017
+3,631
131
$3.07M 0.05%
26,226
+2,800
132
$3.06M 0.05%
126,632
-10,088
133
$2.52M 0.04%
22,376
+2,619
134
$2.35M 0.04%
196,155
-5,479,524
135
$1.81M 0.03%
40,000
136
$1.78M 0.03%
21,433
-23,626
137
$1.11M 0.02%
44,500
-17,500
138
$893K 0.02%
+15,084
139
$614K 0.01%
6,000
-1,000
140
$591K 0.01%
6,845
+1,646
141
$467K 0.01%
5,400
142
$449K 0.01%
4,500
-2,900
143
$428K 0.01%
3,960
144
$377K 0.01%
5,015
145
$375K 0.01%
+3,155
146
$369K 0.01%
20,298
147
$347K 0.01%
33,400
148
$323K 0.01%
9,117
-5,160,975
149
$302K 0.01%
6,705
150
$250K ﹤0.01%
17,360
3 4 5
6
7