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
$2.35B
AUM Growth
-$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$21.9M
3
+$18.1M
4
CVX icon
Chevron
CVX
+$15.8M
5
TXN icon
Texas Instruments
TXN
+$15.6M

Top Sells

1
+$35.4M
2
+$19.4M
3
+$11.7M
4
TJX icon
TJX Companies
TJX
+$8.81M
5
BURL icon
Burlington
BURL
+$8.7M

Sector Composition

1 Financials 18.29%
2 Healthcare 17.47%
3 Technology 13.94%
4 Energy 13.28%
5 Industrials 13.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63M 2.68%
3,027,002
+41,982
2
$59.6M 2.53%
353,479
+93,711
3
$54M 2.3%
214,832
-3,239
4
$51.7M 2.2%
395,393
-4,007
5
$51M 2.17%
739,839
+2,748
6
$50.8M 2.16%
1,103,616
-175,780
7
$50.5M 2.15%
127,660
-2,457
8
$49.8M 2.12%
391,752
-16,113
9
$49M 2.08%
151,320
+42
10
$48.5M 2.06%
241,448
-3,908
11
$47.9M 2.03%
387,487
-2,436
12
$47.7M 2.03%
329,171
-3,741
13
$47.3M 2.01%
316,931
+11,982
14
$47M 2%
599,854
-5,305
15
$46.8M 1.99%
+170,524
16
$46.2M 1.96%
1,371,935
-39,929
17
$42.9M 1.82%
210,617
-335
18
$42.9M 1.82%
738,513
+99,262
19
$42.8M 1.82%
205,644
-931
20
$42.4M 1.8%
272,135
+80
21
$42.4M 1.8%
641,181
+17,944
22
$40.8M 1.73%
573,299
+8,846
23
$40.3M 1.71%
258,597
+16,331
24
$39.6M 1.68%
550,746
+252,065
25
$39.6M 1.68%
582,404
+9,022
1
2 3 4 5