CI

Cambiar Investors Portfolio holdings

AUM $2.24B
1-Year Est. Return 15.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$83.1M
2
+$58.6M
3
+$56M
4
FISV
Fiserv Inc
FISV
+$52.9M
5
PFG icon
Principal Financial Group
PFG
+$41.8M

Top Sells

1
+$50.1M
2
+$41.2M
3
+$32.9M
4
VMW
VMware, Inc
VMW
+$27.1M
5
V icon
Visa
V
+$22.8M

Sector Composition

1 Financials 21.75%
2 Technology 20.81%
3 Healthcare 17.13%
4 Industrials 13.45%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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167
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