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
$2.66B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$72.3M
2
+$60.4M
3
+$54.7M
4
HUM icon
Humana
HUM
+$54.1M
5
VZ icon
Verizon
VZ
+$48.8M

Top Sells

1
+$62.3M
2
+$54.5M
3
+$48.2M
4
YUMC icon
Yum China
YUMC
+$44.2M
5
PHG icon
Philips
PHG
+$36.5M

Sector Composition

1 Technology 19.1%
2 Financials 18.87%
3 Industrials 15.66%
4 Healthcare 11.03%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-25,116
152
– –
-13,596
153
– –
-887,675
154
– –
-134,690
155
– –
-89,120
156
– –
-518,986
157
– –
-31,064
3 4 5 6
7