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
$6.71B
AUM Growth
-$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$167M
2
+$51.9M
3
+$44M
4
WCG
Wellcare Health Plans, Inc.
WCG
+$42.9M
5
CST
CST Brands, Inc.
CST
+$42.2M

Top Sells

1
+$153M
2
+$104M
3
+$97.7M
4
CXT icon
Crane NXT
CXT
+$47.2M
5
PTC icon
PTC
PTC
+$46.5M

Sector Composition

1 Financials 16.76%
2 Healthcare 14.3%
3 Technology 14.04%
4 Energy 10.51%
5 Consumer Discretionary 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-14,320
152
– –
-865,205
153
– –
-9,970
154
– –
-5,370,711
155
– –
-821,400
156
– –
-6,183
3 4 5 6
7