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
$1.98B
AUM Growth
-$262M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$27.4M
3
+$8.77M
4
TEL icon
TE Connectivity
TEL
+$8.15M
5
TRGP icon
Targa Resources
TRGP
+$6.85M

Top Sells

1
+$50.5M
2
+$26.2M
3
+$18.7M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$17.6M
5
FWONK icon
Liberty Media Series C
FWONK
+$16.7M

Sector Composition

1 Financials 22.92%
2 Industrials 17.54%
3 Technology 16.65%
4 Healthcare 8.93%
5 Consumer Staples 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-4,153
152
– –
-285,436
153
– –
-995,086
154
– –
-10,004
155
– –
-157,811
3 4 5 6
7