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
$2.32B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$39.8M
3
+$39M
4
SU icon
Suncor Energy
SU
+$26.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.5M

Top Sells

1
+$33.9M
2
+$33.1M
3
+$29.6M
4
SAP icon
SAP
SAP
+$11.2M
5
UBER icon
Uber
UBER
+$10M

Sector Composition

1 Financials 17.77%
2 Industrials 16.16%
3 Healthcare 14.14%
4 Technology 13.87%
5 Energy 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.95M 0.08%
94,363
-159
127
$1.94M 0.08%
11,756
-64
128
$1.94M 0.08%
46,879
+10
129
$1.85M 0.08%
65,910
-2,434
130
$1.8M 0.08%
35,925
+20,060
131
$1.66M 0.07%
58,876
-291
132
$1.42M 0.06%
82,691
-446
133
$1.4M 0.06%
14,051
-3,648
134
$910K 0.04%
15,403
+1,590
135
$902K 0.04%
11,210
-3,068
136
$729K 0.03%
5,281
-6,892
137
$692K 0.03%
7,596
+3,779
138
$554K 0.02%
11,369
-2,688
139
$209K 0.01%
+6,189
140
$34.9K ﹤0.01%
+45,916
141
– –
-72,303
142
– –
-14,564
143
– –
-312,091
144
– –
-127,644
145
– –
-54,553
146
– –
-123,911
147
– –
-131,640
148
– –
-3,670
149
– –
-398,126
2 3 4 5
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