CI

Cambiar Investors Portfolio holdings

AUM $2.2B
1-Year Est. Return 6.87%
This Quarter Est. Return
1 Year Est. Return
+6.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.54B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$57.7M
2
+$37.3M
3
+$24.1M
4
HLN icon
Haleon
HLN
+$15.2M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$15.1M

Top Sells

1
+$24.8M
2
+$23.4M
3
+$21.3M
4
CNI icon
Canadian National Railway
CNI
+$18.6M
5
WMB icon
Williams Companies
WMB
+$17.7M

Sector Composition

1 Financials 19.16%
2 Healthcare 17.48%
3 Technology 15.04%
4 Industrials 13.03%
5 Energy 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$41.1K ﹤0.01%
55,196
+10,350
152
– –
-6,198
153
– –
-98,615
154
– –
-171,910
155
– –
-55,690
156
– –
-134,586
157
– –
-126,266
158
– –
-3,664
3 4 5 6
7