CI

Cambiar Investors Portfolio holdings

AUM $2.24B
1-Year Est. Return 15.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.35B
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$47.1M
2
+$21.6M
3
+$20.7M
4
TXN icon
Texas Instruments
TXN
+$16.7M
5
CVX icon
Chevron
CVX
+$15.1M

Top Sells

1
+$34.2M
2
+$20.5M
3
+$11.7M
4
TJX icon
TJX Companies
TJX
+$8.73M
5
BURL icon
Burlington
BURL
+$8.7M

Sector Composition

1 Financials 18.29%
2 Healthcare 17.47%
3 Technology 13.94%
4 Energy 13.28%
5 Industrials 13.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,959
152
– –
-21,445
153
– –
-83,636
154
– –
-22,725
155
– –
-10,892
156
– –
-4,986
157
– –
-30,584
158
– –
-29,049
159
– –
-41,348
3 4 5 6
7