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
$2.56B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$16.8M
3
+$8.51M
4
NVS icon
Novartis
NVS
+$7.98M
5
LH icon
Labcorp
LH
+$7.82M

Top Sells

1
+$34M
2
+$29.6M
3
+$22.5M
4
GSK icon
GSK
GSK
+$16.7M
5
TSM icon
TSMC
TSM
+$16.6M

Sector Composition

1 Financials 19.52%
2 Healthcare 16.17%
3 Technology 14.05%
4 Industrials 11.07%
5 Energy 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.86M 0.07%
115,398
127
$1.85M 0.07%
20,284
128
$1.74M 0.07%
33,063
129
$1.71M 0.07%
54,139
130
$1.57M 0.06%
148,641
131
$1.48M 0.06%
298,586
132
$1.46M 0.06%
41,676
133
$1.39M 0.05%
196,453
134
$1.26M 0.05%
73,955
135
$659K 0.03%
5,864
+461
136
$502K 0.02%
1,822
-123,632
137
$373K 0.01%
+7,546
138
$366K 0.01%
2,678
-60
139
$305K 0.01%
1,903
+349
140
$254K 0.01%
2,438
141
$247K 0.01%
6,480
-591,241
142
$222K 0.01%
6,000
143
$111K ﹤0.01%
30,917
+20,066
144
$49.1K ﹤0.01%
+10,660
145
$48.2K ﹤0.01%
73,589
146
– –
-390,593
147
– –
-26,186
2 3 4 5
6