CI

Cambiar Investors Portfolio holdings

AUM $2.38B
1-Year Est. Return 11.61%
This Quarter Est. Return
1 Year Est. Return
+11.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.25B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$40M
2 +$38.1M
3 +$29M
4
ROK icon
Rockwell Automation
ROK
+$23M
5
DEO icon
Diageo
DEO
+$11.8M

Top Sells

1 +$51.3M
2 +$31.9M
3 +$28.7M
4
PFG icon
Principal Financial Group
PFG
+$26.6M
5
CTVA icon
Corteva
CTVA
+$16.3M

Sector Composition

1 Financials 21.02%
2 Industrials 17.1%
3 Technology 15.86%
4 Healthcare 8.94%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-408,777
152
-59,866
153
-460,378
154
-752,538
155
-70,789
156
-66,049
157
-152,493
158
-215,389
159
-297,231