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
$2.2B
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$50.3M
2
+$29.8M
3
+$29.1M
4
INCY icon
Incyte
INCY
+$27.5M
5
BMY icon
Bristol-Myers Squibb
BMY
+$24.2M

Top Sells

1
+$60.5M
2
+$29.6M
3
+$29.4M
4
PFE icon
Pfizer
PFE
+$28.9M
5
GILD icon
Gilead Sciences
GILD
+$28.3M

Sector Composition

1 Technology 25.83%
2 Industrials 15.72%
3 Healthcare 14.39%
4 Financials 13.42%
5 Consumer Discretionary 9.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$100M 4.56%
340,220
-43,410
2
$90.1M 4.1%
1,111,352
-365,263
3
$86.1M 3.92%
552,805
-188,613
4
$74.1M 3.37%
1,895,197
-206,738
5
$63.8M 2.91%
172,737
-17,898
6
$58.4M 2.66%
1,163,104
-116,358
7
$56M 2.55%
355,560
-38,300
8
$50.3M 2.29%
+1,466,406
9
$46.1M 2.1%
479,189
+82,830
10
$45.3M 2.06%
1,140,494
-435,252
11
$45.2M 2.06%
287,967
-15,088
12
$44.9M 2.04%
612,300
-37,920
13
$44M 2%
1,527,880
-106,425
14
$43.8M 2%
736,847
-54,008
15
$42M 1.91%
252,024
-34,650
16
$41.7M 1.9%
311,173
-20,242
17
$41.5M 1.89%
414,148
-4,995
18
$40.4M 1.84%
679,830
-73,934
19
$40.4M 1.84%
523,905
-30,553
20
$40.4M 1.84%
281,071
+5,082
21
$40.2M 1.83%
199,951
-4,498
22
$35M 1.59%
215,653
-15,818
23
$34.3M 1.56%
329,700
-21,228
24
$33.2M 1.51%
560,610
+22,030
25
$32.7M 1.49%
268,248
-100,953
1
2 3 4 5