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
$6.72B
AUM Growth
+$639M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$145M
2
+$130M
3
+$107M
4
DOX icon
Amdocs
DOX
+$106M
5
HLT icon
Hilton Worldwide
HLT
+$101M

Top Sells

1
+$140M
2
+$99.6M
3
+$95.6M
4
ROK icon
Rockwell Automation
ROK
+$93.4M
5
DRI icon
Darden Restaurants
DRI
+$90.8M

Sector Composition

1 Financials 15.03%
2 Technology 14.52%
3 Healthcare 14.34%
4 Industrials 12.53%
5 Energy 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$153M 2.26%
3,044,181
-1,018,010
2
$153M 2.26%
6,499,713
+2,300,378
3
$153M 2.25%
3,984,705
-170,519
4
$145M 2.14%
+5,766,111
5
$145M 2.13%
3,027,424
+66,050
6
$142M 2.1%
9,230,899
+1,166,674
7
$137M 2.02%
2,162,601
+319,437
8
$130M 1.92%
+1,641,237
9
$124M 1.83%
1,724,296
+113,083
10
$112M 1.65%
4,012,423
-2,730,316
11
$112M 1.65%
4,298,168
-173,510
12
$111M 1.64%
2,313,678
-78,755
13
$107M 1.58%
4,036,407
+74,425
14
$107M 1.57%
+2,860,015
15
$107M 1.57%
1,223,810
-54,454
16
$107M 1.57%
1,028,719
-32,961
17
$106M 1.57%
5,961,245
+64,040
18
$106M 1.56%
+2,558,590
19
$105M 1.55%
4,016,449
+3,211,621
20
$105M 1.55%
2,617,558
-182,238
21
$105M 1.55%
1,371,869
-139,104
22
$105M 1.55%
1,466,107
-182,619
23
$104M 1.54%
1,163,578
-120,851
24
$104M 1.54%
2,051,508
+13,186
25
$104M 1.53%
1,118,581
-53,981
1
2 3 4 5