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
$2.32B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$44.8M
2
+$39.8M
3
+$39M
4
SU icon
Suncor Energy
SU
+$26.1M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$14.5M

Top Sells

1
+$33.9M
2
+$33.1M
3
+$29.6M
4
SAP icon
SAP
SAP
+$11.2M
5
UBER icon
Uber
UBER
+$10M

Sector Composition

1 Financials 17.77%
2 Industrials 16.16%
3 Healthcare 14.14%
4 Technology 13.87%
5 Energy 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.3M 2.51%
561,715
+56,847
2
$53.8M 2.32%
412,481
+29,685
3
$50.8M 2.19%
155,384
+25,765
4
$50.7M 2.18%
486,069
-10,099
5
$50M 2.15%
221,285
+13,167
6
$50M 2.15%
646,829
+38,536
7
$49.9M 2.15%
137,304
-1,105
8
$49.2M 2.12%
654,558
+36,300
9
$48.7M 2.1%
251,154
-1,999
10
$47.5M 2.05%
459,765
+67,710
11
$47.4M 2.04%
287,231
-58,471
12
$47.1M 2.03%
238,854
-4,189
13
$46.9M 2.02%
479,123
-49,541
14
$46.9M 2.02%
238,958
+39,866
15
$46.1M 1.98%
571,499
+7,125
16
$45.7M 1.97%
723,369
+129,909
17
$44.9M 1.93%
593,728
+12,978
18
$44.8M 1.93%
+2,566,062
19
$42.9M 1.85%
213,189
-3,974
20
$41.9M 1.8%
1,402,859
+359,117
21
$41.6M 1.79%
214,364
-4,670
22
$39.8M 1.72%
+244,053
23
$39M 1.68%
+251,763
24
$37.2M 1.6%
1,173,777
-316,060
25
$37.2M 1.6%
514,275
-71,839
1
2 3 4 5