CI

Cambiar Investors Portfolio holdings

AUM $2.24B
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.56B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$78.3M
2
+$53.6M
3
+$40.7M
4
WELL icon
Welltower
WELL
+$30.6M
5
USB icon
US Bancorp
USB
+$28.5M

Top Sells

1
+$50.3M
2
+$32.7M
3
+$27.7M
4
TT icon
Trane Technologies
TT
+$27.1M
5
ROK icon
Rockwell Automation
ROK
+$26.8M

Sector Composition

1 Technology 22.49%
2 Healthcare 16.34%
3 Financials 16.09%
4 Industrials 13.74%
5 Consumer Discretionary 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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152
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153
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-34,746
154
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-993
155
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-48,250
156
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-268,248
157
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-121,236
158
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-56,729
159
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-223,714
160
– –
-1,466,406
161
– –
-46,406
162
– –
-51,099
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7