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
$2.25B
AUM Growth
-$412M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$38.1M
3
+$29M
4
ROK icon
Rockwell Automation
ROK
+$23M
5
DEO icon
Diageo
DEO
+$11.8M

Top Sells

1
+$51.3M
2
+$31.9M
3
+$28.7M
4
PFG icon
Principal Financial Group
PFG
+$26.6M
5
CTVA icon
Corteva
CTVA
+$16.3M

Sector Composition

1 Financials 21.02%
2 Industrials 17.1%
3 Technology 15.86%
4 Healthcare 8.94%
5 Consumer Staples 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$64.3M 2.86%
590,060
+27,980
2
$56.5M 2.52%
921,362
-149,663
3
$55.5M 2.47%
577,726
-61,161
4
$51.2M 2.28%
604,439
-89,736
5
$50.5M 2.25%
995,086
+37,207
6
$50.3M 2.24%
215,726
-6,988
7
$50.2M 2.23%
626,241
-16,311
8
$49.9M 2.22%
664,260
-26,384
9
$49.7M 2.21%
917,754
-301,400
10
$47.8M 2.13%
228,151
-2,406
11
$47M 2.09%
194,453
-2,072
12
$46.4M 2.07%
254,340
+1,914
13
$46.2M 2.06%
216,740
-5,848
14
$45.9M 2.04%
97,984
-26,258
15
$45.8M 2.04%
431,526
-52,274
16
$44.6M 1.99%
501,560
-34,753
17
$44.1M 1.96%
391,528
+42,796
18
$43M 1.92%
218,928
-31,042
19
$42.1M 1.88%
133,509
-2,563
20
$41.9M 1.87%
372,668
-77,931
21
$40M 1.78%
+425,508
22
$38.1M 1.7%
+686,719
23
$37.4M 1.67%
412,617
-62,322
24
$37.1M 1.65%
593,050
+174,410
25
$36.7M 1.63%
448,420
-69,180
1
2 3 4 5