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
$2.68B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$42.2M
3
+$14.2M
4
COP icon
ConocoPhillips
COP
+$12.8M
5
PNW icon
Pinnacle West Capital
PNW
+$12.4M

Top Sells

1
+$43.9M
2
+$41.3M
3
+$26.1M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$19.5M
5
SYY icon
Sysco
SYY
+$15.8M

Sector Composition

1 Financials 19.84%
2 Healthcare 17.17%
3 Technology 13.78%
4 Industrials 12.45%
5 Energy 11.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.8M 2.52%
694,894
-2,804
2
$65.8M 2.45%
289,113
-29,150
3
$62.9M 2.34%
3,148,534
+591,319
4
$60.2M 2.24%
144,197
-9,027
5
$59.4M 2.21%
376,861
+77,406
6
$59.4M 2.21%
340,996
+14,915
7
$58.6M 2.18%
170,198
-1,308
8
$58.4M 2.18%
392,940
+283,787
9
$58.4M 2.17%
214,736
+1,516
10
$57.3M 2.14%
730,658
+2,474
11
$56.7M 2.11%
391,592
+6,033
12
$56.6M 2.11%
649,531
+41,891
13
$55.5M 2.07%
367,724
+6,488
14
$55.3M 2.06%
380,915
-4,392
15
$55.3M 2.06%
224,932
-1,100
16
$52.8M 1.97%
241,749
+1,212
17
$52.7M 1.96%
733,054
+151,537
18
$52.5M 1.96%
291,174
-83,218
19
$50.5M 1.88%
194,809
-3,467
20
$49M 1.83%
244,742
-77,550
21
$48.3M 1.8%
+1,008,074
22
$47.5M 1.77%
373,300
+100,803
23
$46.9M 1.75%
296,599
+43,891
24
$43.6M 1.62%
202,587
+65,744
25
$41.7M 1.55%
768,142
-38,670
1
2 3 4 5