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
$2.52B
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$45.6M
3
+$40M
4
ABNB icon
Airbnb
ABNB
+$36.9M
5
EL icon
Estee Lauder
EL
+$33.9M

Top Sells

1
+$51.6M
2
+$50.4M
3
+$42.1M
4
ICE icon
Intercontinental Exchange
ICE
+$33.2M
5
HQY icon
HealthEquity
HQY
+$15.8M

Sector Composition

1 Financials 19.51%
2 Healthcare 16.31%
3 Technology 13.4%
4 Industrials 10.52%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$232K 0.01%
501
152
$168K 0.01%
+16,700
153
$123K ﹤0.01%
+14,471
154
$68.6K ﹤0.01%
13,558
+2,898
155
– –
-103,620
156
– –
-144,964
157
– –
-66,729
158
– –
-161,240
159
– –
-3,090
160
– –
-5,250
161
– –
-5,568
162
– –
-82,777
163
– –
-196,660
164
– –
-70,190
3 4 5 6
7