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
$2.35B
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$21.9M
3
+$18.1M
4
CVX icon
Chevron
CVX
+$15.8M
5
TXN icon
Texas Instruments
TXN
+$15.6M

Top Sells

1
+$35.4M
2
+$19.4M
3
+$11.7M
4
TJX icon
TJX Companies
TJX
+$8.81M
5
BURL icon
Burlington
BURL
+$8.7M

Sector Composition

1 Financials 18.29%
2 Healthcare 17.47%
3 Technology 13.94%
4 Energy 13.28%
5 Industrials 13.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.09M 0.09%
+30,157
127
$2.08M 0.09%
70,732
+6,000
128
$2.04M 0.09%
+52,006
129
$2.04M 0.09%
+198,438
130
$2.03M 0.09%
49,343
-10,082
131
$1.97M 0.08%
+94,590
132
$1.91M 0.08%
20,803
+1,900
133
$1.87M 0.08%
34,351
+3,700
134
$1.85M 0.08%
37,045
+7,430
135
$1.84M 0.08%
118,389
+14,500
136
$1.82M 0.08%
66,044
+7,800
137
$1.82M 0.08%
303,557
+28,890
138
$1.81M 0.08%
+73,815
139
$1.57M 0.07%
150,629
+8,820
140
$1.53M 0.07%
34,829
+4,400
141
$1.18M 0.05%
57,788
-216
142
$903K 0.04%
+28,299
143
$775K 0.03%
+8,388
144
$583K 0.02%
6,198
-7,853
145
$347K 0.01%
4,235
-99
146
$236K 0.01%
3,664
-550,193
147
$49.9K ﹤0.01%
10,851
-387
148
$30.9K ﹤0.01%
44,846
-5,243
149
– –
-55,267
150
– –
-37,188
3 4 5
6
7