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
$2.52B
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$45.6M
3
+$40M
4
ABNB icon
Airbnb
ABNB
+$36.9M
5
EL icon
Estee Lauder
EL
+$33.9M

Top Sells

1
+$51.6M
2
+$50.4M
3
+$42.1M
4
ICE icon
Intercontinental Exchange
ICE
+$33.2M
5
HQY icon
HealthEquity
HQY
+$15.8M

Sector Composition

1 Financials 19.51%
2 Healthcare 16.31%
3 Technology 13.4%
4 Industrials 10.52%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.7M 0.07%
10,058
+6,814
127
$1.61M 0.06%
85,303
-6,405
128
$1.59M 0.06%
137,012
-11,785
129
$1.46M 0.06%
18,883
-1,420
130
$1.46M 0.06%
30,788
-2,315
131
$1.3M 0.05%
8,696
-222,651
132
$1.27M 0.05%
38,429
-3,295
133
$1.18M 0.05%
21,791
-777,477
134
$1.08M 0.04%
275,369
-23,575
135
$1.07M 0.04%
68,189
-5,850
136
$833K 0.03%
9,168
-732
137
$741K 0.03%
+3,903
138
$706K 0.03%
+12,300
139
$676K 0.03%
6,262
+40
140
$668K 0.03%
27,920
-2,390
141
$635K 0.03%
13,572
+70
142
$517K 0.02%
+2,710
143
$478K 0.02%
1,673
144
$453K 0.02%
5,786
-176,402
145
$429K 0.02%
+619
146
$387K 0.02%
14,155
-2,394
147
$350K 0.01%
47,084
148
$317K 0.01%
2,513
-63
149
$307K 0.01%
2,438
150
$306K 0.01%
+5,673
3 4 5
6
7