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
$3.86B
AUM Growth
-$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$52M
3
+$46.8M
4
COP icon
ConocoPhillips
COP
+$43.4M
5
KKR icon
KKR & Co
KKR
+$43.4M

Top Sells

1
+$191M
2
+$116M
3
+$96.9M
4
AER icon
AerCap
AER
+$59.3M
5
EBAY icon
eBay
EBAY
+$53.2M

Sector Composition

1 Financials 20.83%
2 Technology 17.8%
3 Industrials 14.66%
4 Healthcare 9.45%
5 Communication Services 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.49M 0.06%
102,250
-40,012
127
$2.44M 0.06%
41,301
-7,405
128
$2.42M 0.06%
118,466
-19,699
129
$2.4M 0.06%
29,749
-12,800
130
$2.26M 0.06%
235,848
+22,076
131
$1.84M 0.05%
15,931
-1,040
132
$1.82M 0.05%
32,670
-3,414,015
133
$1.32M 0.03%
45,420
-28,248
134
$1.25M 0.03%
19,254
-3,321
135
$1.18M 0.03%
45,000
136
$902K 0.02%
11,169
-510
137
$879K 0.02%
7,898
-360
138
$860K 0.02%
11,669
+7,785
139
$693K 0.02%
4,498
140
$622K 0.02%
16,020
+5,725
141
$537K 0.01%
5,000
142
$497K 0.01%
69,614
143
$492K 0.01%
14,104
144
$447K 0.01%
5,116
-230
145
$434K 0.01%
6,036
146
$425K 0.01%
5,409
-498
147
$386K 0.01%
9,783
-1,348,775
148
$374K 0.01%
3,344
+130
149
$351K 0.01%
3,185
150
$347K 0.01%
10,079
3 4 5
6
7