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
$2.56B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$57.1M
3
+$34.1M
4
WELL icon
Welltower
WELL
+$32.6M
5
USB icon
US Bancorp
USB
+$31.4M

Top Sells

1
+$50.3M
2
+$32.7M
3
+$27.7M
4
TSM icon
TSMC
TSM
+$27.3M
5
TT icon
Trane Technologies
TT
+$27.1M

Sector Composition

1 Technology 22.49%
2 Healthcare 16.34%
3 Financials 16.09%
4 Industrials 13.74%
5 Consumer Discretionary 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.48M 0.1%
30,392
-1,126
127
$2.46M 0.1%
34,072
-25
128
$2.43M 0.09%
86,530
-2,631
129
$2.42M 0.09%
104,663
+17,516
130
$2.39M 0.09%
83,920
-2,502
131
$2.38M 0.09%
26,450
-817
132
$2.38M 0.09%
+134,635
133
$2.38M 0.09%
+57,806
134
$2.37M 0.09%
39,380
-1,003
135
$2.23M 0.09%
43,141
-1,152
136
$2.05M 0.08%
44,485
+525
137
$2.03M 0.08%
22,618
+4,331
138
$2.02M 0.08%
17,089
139
$1.93M 0.08%
19,355
140
$1.48M 0.06%
10,689
-2,786
141
$1.29M 0.05%
34,760
-47,720
142
$1.08M 0.04%
4,899
-164
143
$584K 0.02%
12,700
+2,695
144
$551K 0.02%
6,079
+2,910
145
$344K 0.01%
7,084
-45,378
146
$302K 0.01%
5,500
+10
147
$281K 0.01%
+3,597
148
$273K 0.01%
1,850
-175
149
– –
-10,318
150
– –
-49,188
3 4 5
6
7