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
$6.95B
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$142M
3
+$97.8M
4
MCK icon
McKesson
MCK
+$83.3M
5
VOD icon
Vodafone
VOD
+$70.7M

Top Sells

1
+$151M
2
+$92.9M
3
+$80.3M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$75.8M
5
TSN icon
Tyson Foods
TSN
+$75.5M

Sector Composition

1 Healthcare 19.38%
2 Financials 17.54%
3 Industrials 12.61%
4 Technology 12.39%
5 Communication Services 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,415,740
152
– –
-92,118
153
– –
-788,644
154
– –
-19,935,398
155
– –
-977,643
156
– –
-1,044,850
157
– –
-974,235
158
– –
-46,706
159
– –
-3,163
160
– –
-129,200
161
– –
-988,200
162
– –
-616,552
163
– –
-123,699
164
– –
-124,152
165
– –
-5,674,614
166
– –
-1,721,640
167
– –
-2,806
3 4 5 6
7