CI

Cambiar Investors Portfolio holdings

AUM $2.24B
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
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
+$45.5M
2
+$44.5M
3
+$29.8M
4
ROK icon
Rockwell Automation
ROK
+$26.1M
5
MRVL icon
Marvell Technology
MRVL
+$12.9M

Top Sells

1
+$51.3M
2
+$31.9M
3
+$28.7M
4
PFG icon
Principal Financial Group
PFG
+$28M
5
CTVA icon
Corteva
CTVA
+$17.5M

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
– –
-460,378
152
– –
-752,538
153
– –
-70,789
154
– –
-66,049
155
– –
-152,493
156
– –
-215,389
157
– –
-297,231
158
– –
-618,782
159
– –
-13,043
3 4 5 6
7