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
$2.66B
AUM Growth
-$255M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$72.3M
2
+$60.4M
3
+$54.7M
4
HUM icon
Humana
HUM
+$54.1M
5
VZ icon
Verizon
VZ
+$48.8M

Top Sells

1
+$62.3M
2
+$54.5M
3
+$48.2M
4
YUMC icon
Yum China
YUMC
+$44.2M
5
PHG icon
Philips
PHG
+$36.5M

Sector Composition

1 Technology 19.1%
2 Financials 18.87%
3 Industrials 15.66%
4 Healthcare 11.03%
5 Communication Services 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.9M 2.97%
483,800
+5,360
2
$78.2M 2.94%
562,080
+7,520
3
$72.3M 2.72%
+1,071,025
4
$70.1M 2.64%
1,219,154
-58,437
5
$63.3M 2.38%
638,887
-17,095
6
$60.8M 2.29%
222,588
-7,066
7
$60.4M 2.27%
+450,599
8
$60.2M 2.26%
819,873
-21,778
9
$58.1M 2.18%
690,644
-2,166
10
$56.7M 2.13%
694,175
+21,515
11
$55.8M 2.1%
230,557
-2,569
12
$54.7M 2.06%
+893,011
13
$54.4M 2.05%
536,313
+37,250
14
$54.1M 2.04%
252,426
-610
15
$54.1M 2.03%
+124,242
16
$54M 2.03%
517,600
-100,983
17
$53.5M 2.01%
249,970
-20,854
18
$52.7M 1.98%
474,939
-84,819
19
$51.3M 1.93%
222,714
+67,495
20
$51.3M 1.93%
701,850
-13,855
21
$49.9M 1.88%
1,398,749
+159,498
22
$48.8M 1.84%
196,525
-36,154
23
$48.8M 1.84%
+957,879
24
$48.7M 1.83%
642,552
-16,228
25
$48.6M 1.83%
136,072
+14,212
1
2 3 4 5