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
$2.56B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$79.6M
2
+$57.1M
3
+$34.1M
4
WELL icon
Welltower
WELL
+$32.6M
5
USB icon
US Bancorp
USB
+$31.4M

Top Sells

1
+$50.3M
2
+$32.7M
3
+$27.7M
4
TSM icon
TSMC
TSM
+$27.3M
5
TT icon
Trane Technologies
TT
+$27.1M

Sector Composition

1 Technology 22.49%
2 Healthcare 16.34%
3 Financials 16.09%
4 Industrials 13.74%
5 Consumer Discretionary 12.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$113M 4.42%
486,863
+146,643
2
$93.8M 3.66%
860,558
-250,794
3
$79.6M 3.11%
+1,395,038
4
$77.5M 3.03%
1,837,812
-57,385
5
$67.9M 2.65%
520,659
-32,146
6
$64.5M 2.52%
132,345
-40,392
7
$61.8M 2.42%
379,760
+24,200
8
$57.1M 2.23%
+1,252,711
9
$54.7M 2.14%
1,151,421
+10,927
10
$54.5M 2.13%
621,440
+9,140
11
$52.5M 2.05%
413,018
-66,171
12
$52.3M 2.04%
198,487
-1,464
13
$50.7M 1.98%
418,990
+4,842
14
$50.1M 1.96%
581,042
-155,805
15
$50.1M 1.96%
1,030,756
-132,348
16
$49.8M 1.95%
1,287,274
-240,606
17
$49.5M 1.93%
291,092
+3,125
18
$49.3M 1.92%
337,103
+25,930
19
$45.9M 1.79%
536,331
+12,426
20
$45.7M 1.78%
389,910
+60,210
21
$42.8M 1.67%
671,824
+111,214
22
$42.6M 1.66%
276,759
+12,333
23
$41.2M 1.61%
244,666
-7,358
24
$41.2M 1.61%
700,699
+20,869
25
$40.6M 1.59%
546,875
+78,838
1
2 3 4 5