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
$3.11B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$28.3M
3
+$17.9M
4
EAF icon
GrafTech
EAF
+$15.1M
5
MRCY icon
Mercury Systems
MRCY
+$14.3M

Top Sells

1
+$33.3M
2
+$30M
3
+$30M
4
AXP icon
American Express
AXP
+$25.5M
5
SNN icon
Smith & Nephew
SNN
+$11.1M

Sector Composition

1 Technology 21.35%
2 Financials 20.84%
3 Healthcare 16.8%
4 Industrials 13.03%
5 Consumer Discretionary 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.82M 0.09%
48,502
+917
127
$2.81M 0.09%
114,884
-110,149
128
$2.81M 0.09%
87,784
+1,673
129
$2.8M 0.09%
120,553
+3,086
130
$2.79M 0.09%
+43,865
131
$2.78M 0.09%
76,119
+1,480
132
$2.77M 0.09%
87,707
+2,153
133
$2.74M 0.09%
18,395
+417
134
$2.72M 0.09%
73,386
+16,465
135
$2.7M 0.09%
30,063
-3,532
136
$2.53M 0.08%
40,118
+8,343
137
$2.51M 0.08%
47,485
138
$2.47M 0.08%
20,895
+1,645
139
$2.25M 0.07%
19,503
140
$1.43M 0.05%
+179,309
141
$1.37M 0.04%
21,355
142
$384K 0.01%
4,932
+602
143
$329K 0.01%
1,605
-162,692
144
$253K 0.01%
3,678
145
$241K 0.01%
1,400
-450
146
– –
-13,183
147
– –
-7,003
148
– –
-88,721
149
– –
-2,755
150
– –
-124,760
3 4 5
6
7