CI

Cambiar Investors Portfolio holdings

AUM $2.2B
1-Year Est. Return 6.87%
This Quarter Est. Return
1 Year Est. Return
+6.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.11B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$57.5M
2
+$28.3M
3
+$17.9M
4
EAF icon
GrafTech
EAF
+$15.1M
5
MRCY icon
Mercury Systems
MRCY
+$14.3M

Top Sells

1
+$33.3M
2
+$30M
3
+$30M
4
AXP icon
American Express
AXP
+$25.5M
5
SNN icon
Smith & Nephew
SNN
+$11.1M

Sector Composition

1 Technology 21.35%
2 Financials 20.84%
3 Healthcare 16.8%
4 Industrials 13.03%
5 Consumer Discretionary 12.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$93.8M 3.02%
413,806
-39,255
2
$87.6M 2.82%
623,849
+127,525
3
$76.8M 2.47%
629,160
+19,960
4
$76.2M 2.45%
1,753,143
-256,352
5
$72.3M 2.32%
1,090,735
-144,694
6
$70.9M 2.28%
412,040
+22,520
7
$66.3M 2.13%
14,717,975
-6,655,345
8
$64M 2.06%
532,594
-62,189
9
$63M 2.03%
182,021
+22,300
10
$62.8M 2.02%
1,075,904
-164,360
11
$62.7M 2.02%
289,053
+1,757
12
$61.6M 1.98%
845,271
+17,285
13
$61.5M 1.98%
88,966
-15,790
14
$60.6M 1.95%
425,328
+1,325
15
$57.7M 1.85%
347,186
+41,756
16
$57.5M 1.85%
+2,865,442
17
$57.1M 1.84%
1,286,734
+77,723
18
$55.6M 1.79%
1,338,595
-211,652
19
$55.4M 1.78%
14,168,358
-2,342,194
20
$54M 1.74%
663,915
+70,964
21
$53.5M 1.72%
846,170
+96,172
22
$53.1M 1.71%
1,246,957
+39,573
23
$52.9M 1.7%
244,957
+24,690
24
$52.4M 1.68%
336,596
+3,216
25
$51M 1.64%
245,169
-3,275
1
2 3 4 5