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
$2.87B
AUM Growth
+$311M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$79.5M
2
+$57.2M
3
+$56.6M
4
FI icon
Fiserv
FI
+$54.9M
5
PFG icon
Principal Financial Group
PFG
+$45M

Top Sells

1
+$50.1M
2
+$41.2M
3
+$31.4M
4
VMW
VMware, Inc
VMW
+$27.1M
5
V icon
Visa
V
+$22.9M

Sector Composition

1 Financials 21.75%
2 Technology 20.81%
3 Healthcare 17.13%
4 Industrials 13.45%
5 Consumer Discretionary 10.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$103M 3.57%
453,061
-33,802
2
$79.5M 2.76%
+21,373,320
3
$76.2M 2.65%
2,009,495
+171,683
4
$73.2M 2.55%
1,235,429
-159,609
5
$70.4M 2.45%
594,783
-265,775
6
$64.7M 2.25%
104,756
-27,589
7
$62.8M 2.19%
609,200
-12,240
8
$60.9M 2.12%
496,324
-24,335
9
$60.7M 2.11%
1,240,264
+88,843
10
$60.3M 2.1%
389,520
+9,760
11
$57.9M 2.02%
1,207,384
-45,327
12
$57.2M 1.99%
+1,550,247
13
$56.6M 1.97%
424,003
-157,039
14
$56.6M 1.97%
+16,510,552
15
$56.4M 1.96%
1,209,011
-78,263
16
$54.9M 1.91%
+461,366
17
$54M 1.88%
287,296
-3,796
18
$53.9M 1.88%
381,279
-37,711
19
$52.9M 1.84%
827,986
+169,536
20
$50.8M 1.77%
333,380
-79,638
21
$49.2M 1.71%
305,430
-31,673
22
$48.8M 1.7%
149,142
-49,345
23
$46.7M 1.63%
592,951
+56,620
24
$45.8M 1.6%
691,500
+19,676
25
$45M 1.56%
+749,998
1
2 3 4 5