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
$2.2B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$29.8M
3
+$29.1M
4
INCY icon
Incyte
INCY
+$27.5M
5
BMY icon
Bristol-Myers Squibb
BMY
+$24.2M

Top Sells

1
+$60.5M
2
+$29.6M
3
+$29.4M
4
PFE icon
Pfizer
PFE
+$28.9M
5
GILD icon
Gilead Sciences
GILD
+$28.3M

Sector Composition

1 Technology 25.83%
2 Industrials 15.72%
3 Healthcare 14.39%
4 Financials 13.42%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.01M 0.09%
49,188
+3,157
127
$2M 0.09%
27,267
+1,548
128
$1.95M 0.09%
46,285
+2,901
129
$1.93M 0.09%
82,480
+22,625
130
$1.92M 0.09%
89,161
+9,330
131
$1.89M 0.09%
18,287
-12,208
132
$1.86M 0.08%
19,355
+942
133
$1.81M 0.08%
13,475
-340
134
$1.81M 0.08%
84,206
+4,599
135
$1.8M 0.08%
14,837
-627
136
$1.79M 0.08%
+43,960
137
$1.78M 0.08%
74,218
+6,116
138
$1.77M 0.08%
21,338
-7,157
139
$1.77M 0.08%
46,873
+2,282
140
$1.23M 0.06%
5,063
-51
141
$1.15M 0.05%
34,746
142
$1.05M 0.05%
56,729
+6,007
143
$816K 0.04%
128,349
+6,255
144
$371K 0.02%
+10,005
145
$271K 0.01%
5,490
+365
146
$253K 0.01%
3,169
-2,084
147
$236K 0.01%
2,025
-180
148
– –
-888,376
149
– –
-541,050
150
– –
-367,534
3 4 5
6
7