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
$2.92B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$75.5M
2
+$40.5M
3
+$27.9M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$20.1M
5
UBER icon
Uber
UBER
+$14.8M

Top Sells

1
+$93.8M
2
+$57.5M
3
+$39M
4
MDT icon
Medtronic
MDT
+$12.7M
5
BRKR icon
Bruker
BRKR
+$11.7M

Sector Composition

1 Technology 24.98%
2 Financials 22.54%
3 Healthcare 14.64%
4 Industrials 13.26%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-222,566
152
– –
-2,865,442
153
– –
-18,612
154
– –
-145,325
3 4 5 6
7