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

Top Buys

1 +$29.2M
2 +$25.1M
3 +$7.78M
4
TEL icon
TE Connectivity
TEL
+$7.22M
5
TRGP icon
Targa Resources
TRGP
+$6.3M

Top Sells

1 +$50.5M
2 +$26.2M
3 +$18.6M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.9M
5
FWONK icon
Liberty Media Series C
FWONK
+$15.3M

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