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
$3.12B
AUM Growth
-$741M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$41.4M
3
+$20.9M
4
CTVA icon
Corteva
CTVA
+$15M
5
DOW icon
Dow Inc
DOW
+$12.5M

Top Sells

1
+$120M
2
+$110M
3
+$110M
4
AER icon
AerCap
AER
+$90.2M
5
SNN icon
Smith & Nephew
SNN
+$71.9M

Sector Composition

1 Technology 21.22%
2 Financials 20.81%
3 Industrials 15.09%
4 Healthcare 11.98%
5 Energy 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.06M 0.07%
59,828
-24,915
127
$2.05M 0.07%
45,840
-5,317
128
$1.95M 0.06%
116,826
-13,101
129
$1.86M 0.06%
15,931
130
$1.19M 0.04%
45,000
131
$1.18M 0.04%
13,678
-5,576
132
$1.04M 0.03%
41,241
-4,179
133
$917K 0.03%
+3,770
134
$899K 0.03%
11,169
135
$894K 0.03%
7,898
136
$549K 0.02%
5,000
137
$479K 0.02%
5,116
138
$456K 0.01%
14,104
139
$454K 0.01%
3,078
-1,420
140
$445K 0.01%
6,036
141
$432K 0.01%
7,516
-445,593
142
$411K 0.01%
5,409
143
$400K 0.01%
5,424
-6,245
144
$360K 0.01%
+31,777
145
$353K 0.01%
10,079
146
$297K 0.01%
2,521
-823
147
$224K 0.01%
1,404
148
$219K 0.01%
5,612
-4,171
149
– –
-56,750
150
– –
-133,566
3 4 5
6
7