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
$2.19B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$49.2M
2
+$29.8M
3
+$20.7M
4
MDT icon
Medtronic
MDT
+$14.2M
5
CNC icon
Centene
CNC
+$13.8M

Top Sells

1
+$35.1M
2
+$30.9M
3
+$23.4M
4
CTVA icon
Corteva
CTVA
+$23.3M
5
BCS icon
Barclays
BCS
+$7.67M

Sector Composition

1 Financials 21.45%
2 Industrials 17.15%
3 Technology 15.06%
4 Healthcare 12.25%
5 Consumer Staples 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.4M 2.43%
528,664
-70,650
2
$51.3M 2.34%
382,796
-11,209
3
$51.1M 2.33%
345,702
+140,403
4
$50.9M 2.32%
496,168
+16,472
5
$49.2M 2.24%
+243,043
6
$48.7M 2.22%
618,258
-3,520
7
$48.7M 2.22%
593,460
+168,615
8
$48.3M 2.2%
219,034
+1,218
9
$48.2M 2.2%
208,118
+14,184
10
$48.1M 2.19%
138,409
+68
11
$46.5M 2.12%
608,293
-5,782
12
$45M 2.05%
217,163
-1,510
13
$44.9M 2.05%
580,750
+6,052
14
$44.5M 2.03%
504,868
+42,589
15
$44.5M 2.03%
129,619
+1,667
16
$44M 2.01%
253,153
-1,045
17
$43.9M 2%
564,374
+182,466
18
$41.5M 1.89%
199,092
+3,972
19
$38.4M 1.75%
481,858
-1,780
20
$36.8M 1.68%
1,489,837
+100,297
21
$36.2M 1.65%
351,115
-36,915
22
$35.3M 1.61%
137,210
-3,537
23
$34.3M 1.57%
1,043,742
+24,422
24
$33.9M 1.55%
2,788,720
-206,448
25
$33.9M 1.55%
131,640
-90,917
1
2 3 4 5