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
$2.92B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$33.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.6M
5
UBER icon
Uber
UBER
+$15.2M

Top Sells

1
+$93.8M
2
+$57.5M
3
+$37.3M
4
MDT icon
Medtronic
MDT
+$12.3M
5
BRKR icon
Bruker
BRKR
+$11.7M

Sector Composition

1 Technology 24.98%
2 Financials 22.54%
3 Healthcare 14.64%
4 Industrials 13.26%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.54M 0.09%
132,779
+12,226
127
$2.48M 0.08%
20,895
128
$2.45M 0.08%
103,414
-26,505
129
$2.42M 0.08%
73,552
-1,509
130
$2.39M 0.08%
70,749
-1,098
131
$2.34M 0.08%
113,880
-1,004
132
$2.21M 0.08%
19,199
-304
133
$2.18M 0.07%
87,223
-484
134
$1.98M 0.07%
39,633
-485
135
$1.41M 0.05%
+132,549
136
$1.31M 0.05%
198,642
+59,112
137
$1.09M 0.04%
176,606
-2,703
138
$373K 0.01%
4,963
+31
139
$370K 0.01%
9,653
-973,807
140
$259K 0.01%
3,703
+25
141
$239K 0.01%
+2,396
142
$234K 0.01%
1,400
143
$232K 0.01%
1,325
-280
144
– –
-222,566
145
– –
-2,865,442
146
– –
-145,325
147
– –
-18,612
148
– –
-299,557
149
– –
-21,355
150
– –
-413,806
3 4 5
6
7