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
$2.56B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$57.1M
3
+$34.1M
4
WELL icon
Welltower
WELL
+$32.6M
5
USB icon
US Bancorp
USB
+$31.4M

Top Sells

1
+$50.3M
2
+$32.7M
3
+$27.7M
4
TSM icon
TSMC
TSM
+$27.3M
5
TT icon
Trane Technologies
TT
+$27.1M

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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-99,847
152
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-31,698
153
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-34,746
154
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-993
155
– –
-48,250
156
– –
-268,248
157
– –
-121,236
158
– –
-56,729
159
– –
-223,714
160
– –
-1,466,406
161
– –
-46,406
162
– –
-51,099
3 4 5 6
7