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
$7.03B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$99.8M
3
+$89.2M
4
WFC icon
Wells Fargo
WFC
+$82.6M
5
CSX icon
CSX Corp
CSX
+$58.9M

Top Sells

1
+$130M
2
+$106M
3
+$94.6M
4
JWN
Nordstrom
JWN
+$59.6M
5
ABT icon
Abbott
ABT
+$58.7M

Sector Composition

1 Financials 19.03%
2 Healthcare 16.78%
3 Energy 13.38%
4 Communication Services 11.39%
5 Industrials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$371M 5.26%
6,712,151
+828,841
2
$239M 3.39%
7,732,953
+749,822
3
$222M 3.15%
7,359,789
+42,289
4
$175M 2.48%
2,362,922
+255,785
5
$172M 2.45%
2,978,031
+299,787
6
$171M 2.43%
+2,165,034
7
$166M 2.35%
3,445,881
+319,859
8
$163M 2.32%
5,005,059
+464,398
9
$162M 2.3%
2,230,759
+94,365
10
$161M 2.29%
4,692,137
+316,346
11
$160M 2.27%
4,754,026
+567,529
12
$156M 2.21%
5,593,065
+588,540
13
$138M 1.96%
18,024,576
+1,746,391
14
$129M 1.83%
22,844,446
+3,050,366
15
$104M 1.47%
5,421,705
+160,837
16
$102M 1.44%
2,333,733
+114,840
17
$99.8M 1.42%
+6,079,433
18
$94.8M 1.34%
507,698
-21,716
19
$93.8M 1.33%
897,876
-31,218
20
$93.8M 1.33%
1,751,196
+40,861
21
$91.3M 1.3%
3,899,239
-81,881
22
$91.3M 1.3%
2,229,671
-170,326
23
$89.2M 1.27%
+1,276,882
24
$87.8M 1.25%
814,814
-27,156
25
$87.5M 1.24%
1,049,364
-184,332
1
2 3 4 5