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
$2.68B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$42.2M
3
+$14.2M
4
COP icon
ConocoPhillips
COP
+$12.8M
5
PNW icon
Pinnacle West Capital
PNW
+$12.4M

Top Sells

1
+$43.9M
2
+$41.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.5M
5
SYY icon
Sysco
SYY
+$15.8M

Sector Composition

1 Financials 19.84%
2 Healthcare 17.17%
3 Technology 13.78%
4 Industrials 12.45%
5 Energy 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.11M 0.08%
29,981
-697
127
$2.09M 0.08%
44,049
-2,135
128
$2.08M 0.08%
63,943
-1,495
129
$2.01M 0.08%
18,638
-2,521
130
$1.92M 0.07%
41,676
-996
131
$1.86M 0.07%
148,641
-1,988
132
$1.85M 0.07%
54,139
-16,593
133
$1.83M 0.07%
196,453
-1,985
134
$1.67M 0.06%
33,063
-747
135
$1.59M 0.06%
73,955
-1,994
136
$1.33M 0.05%
298,586
-4,971
137
$1.03M 0.04%
16,901
-44,494
138
$595K 0.02%
5,403
-4,193
139
$407K 0.02%
2,738
-295,503
140
$253K 0.01%
1,554
-3,834
141
$228K 0.01%
2,438
-1,532
142
$212K 0.01%
6,000
143
$41.7K ﹤0.01%
73,589
+18,393
144
$41.5K ﹤0.01%
10,851
145
– –
-1,266
146
– –
-49,399
147
– –
-66,239
148
– –
-57,788
149
– –
-3,182
150
– –
-1,276
3 4 5
6
7