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
$2.6B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$18.7M
3
+$13.8M
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$11.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$10.1M

Top Sells

1
+$41.1M
2
+$39.6M
3
+$37.3M
4
GS icon
Goldman Sachs
GS
+$21M
5
NVS icon
Novartis
NVS
+$10.5M

Sector Composition

1 Financials 21.81%
2 Healthcare 18.02%
3 Technology 13.62%
4 Industrials 10.61%
5 Energy 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.58M 0.06%
37,486
+42
127
$1.51M 0.06%
41,724
+48
128
$1.33M 0.05%
74,039
+84
129
$1.28M 0.05%
30,310
-6,393
130
$1.14M 0.04%
196,660
+207
131
$1.03M 0.04%
9,900
-396,333
132
$687K 0.03%
6,222
-12,416
133
$664K 0.03%
13,502
-30,547
134
$566K 0.02%
3,244
+1,341
135
$502K 0.02%
16,549
-181,411
136
$481K 0.02%
4,026
-1,838
137
$449K 0.02%
1,673
-149
138
$351K 0.01%
2,576
-102
139
$325K 0.01%
3,090
-354,047
140
$312K 0.01%
2,438
141
$225K 0.01%
+501
142
$217K 0.01%
5,250
-750
143
$206K 0.01%
5,568
-912
144
$204K 0.01%
3,854
-3,692
145
$197K 0.01%
47,084
+16,167
146
$59.9K ﹤0.01%
10,660
147
$49.1K ﹤0.01%
70,190
-3,399
148
– –
-47,157
2 3 4 5
6