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
$2.87B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$79.5M
2
+$57.2M
3
+$56.6M
4
FISV
Fiserv Inc
FISV
+$54.9M
5
PFG icon
Principal Financial Group
PFG
+$45M

Top Sells

1
+$50.1M
2
+$41.2M
3
+$31.4M
4
VMW
VMware, Inc
VMW
+$27.1M
5
V icon
Visa
V
+$22.9M

Sector Composition

1 Financials 21.75%
2 Technology 20.81%
3 Healthcare 17.13%
4 Industrials 13.45%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.83M 0.1%
117,072
-25,628
127
$2.81M 0.1%
49,529
+6,388
128
$2.8M 0.1%
83,170
+14,942
129
$2.71M 0.09%
13,185
-202
130
$2.62M 0.09%
57,489
+4,967
131
$2.62M 0.09%
44,674
-11,531
132
$2.58M 0.09%
56,921
+3,494
133
$2.48M 0.09%
+75,048
134
$2.41M 0.08%
62,899
-1,014
135
$2.4M 0.08%
85,554
-976
136
$2.27M 0.08%
19,250
-5,650
137
$2.22M 0.08%
19,503
+2,414
138
$2.19M 0.08%
47,485
+3,000
139
$1.99M 0.07%
21,355
+2,000
140
$1.76M 0.06%
13,183
-8,155
141
$1.44M 0.05%
+11,802
142
$343K 0.01%
7,003
-81
143
$319K 0.01%
4,330
+733
144
$287K 0.01%
1,850
145
$262K 0.01%
2,755
-3,324
146
$238K 0.01%
+3,678
147
– –
-26,454
148
– –
-140,350
149
– –
-57,806
150
– –
-26,351
3 4 5
6
7