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
$2.68B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$41.7M
2
+$41.5M
3
+$13.8M
4
PNW icon
Pinnacle West Capital
PNW
+$11.7M
5
CVX icon
Chevron
CVX
+$11.7M

Top Sells

1
+$44.9M
2
+$38.5M
3
+$24.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$18.7M
5
SYY icon
Sysco
SYY
+$15.3M

Sector Composition

1 Financials 19.84%
2 Healthcare 17.17%
3 Technology 13.78%
4 Industrials 12.45%
5 Energy 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-1,266
152
– –
-49,399
153
– –
-66,239
3 4 5 6
7