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
$2.92B
AUM Growth
-$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$79.8M
2
+$33.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.6M
5
UBER icon
Uber
UBER
+$15.2M

Top Sells

1
+$93.8M
2
+$57.5M
3
+$37.3M
4
MDT icon
Medtronic
MDT
+$12.3M
5
BRKR icon
Bruker
BRKR
+$11.7M

Sector Composition

1 Technology 24.98%
2 Financials 22.54%
3 Healthcare 14.64%
4 Industrials 13.26%
5 Consumer Discretionary 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.3M 2.89%
21,331,143
+6,613,168
2
$82.2M 2.81%
614,760
-14,400
3
$82.1M 2.81%
608,089
-15,760
4
$79.8M 2.73%
+3,607,365
5
$79.2M 2.71%
482,320
+70,280
6
$64.2M 2.2%
276,482
-12,571
7
$62.2M 2.13%
1,031,884
-44,020
8
$62.1M 2.13%
1,068,707
-22,028
9
$60.9M 2.09%
81,778
-7,188
10
$58.4M 2%
522,968
-9,626
11
$58.3M 2%
1,698,947
-54,196
12
$55.4M 1.9%
338,637
+2,041
13
$55.3M 1.89%
858,641
+12,471
14
$54.9M 1.88%
1,305,745
+19,011
15
$54.8M 1.88%
425,376
+48
16
$53.7M 1.84%
494,504
+20,111
17
$52.4M 1.79%
185,118
+3,097
18
$52.3M 1.79%
838,851
-6,420
19
$52.1M 1.78%
1,162,906
+339,850
20
$52M 1.78%
873,995
+4,822
21
$51.2M 1.76%
232,663
-12,294
22
$51.1M 1.75%
348,565
+1,379
23
$50.3M 1.72%
666,100
+2,185
24
$49.7M 1.7%
13,728,197
-440,161
25
$49.4M 1.69%
130,605
-663
1
2 3 4 5