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
$2.56B
AUM Growth
-$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$50.9M
2
+$16.8M
3
+$8.51M
4
NVS icon
Novartis
NVS
+$7.98M
5
LH icon
Labcorp
LH
+$7.82M

Top Sells

1
+$34M
2
+$29.6M
3
+$22.5M
4
GSK icon
GSK
GSK
+$16.7M
5
TSM icon
TSMC
TSM
+$16.6M

Sector Composition

1 Financials 19.52%
2 Healthcare 16.17%
3 Technology 14.05%
4 Industrials 11.07%
5 Energy 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.1M 2.55%
334,662
-6,334
2
$63.9M 2.5%
350,746
-16,978
3
$62.8M 2.45%
138,736
-5,461
4
$62.1M 2.43%
3,157,773
+9,239
5
$59.8M 2.34%
382,073
+5,212
6
$57M 2.23%
280,163
+38,414
7
$57M 2.23%
378,907
-2,008
8
$56.6M 2.22%
288,135
+85,548
9
$56.3M 2.2%
1,187,561
+179,487
10
$56.2M 2.2%
559,899
-134,995
11
$54.8M 2.14%
720,830
-12,224
12
$54.7M 2.14%
694,515
+44,984
13
$54.5M 2.13%
282,268
-8,906
14
$54.2M 2.12%
210,596
-4,140
15
$53.9M 2.11%
427,930
+36,338
16
$52.7M 2.06%
418,146
+25,206
17
$51.8M 2.03%
228,907
+3,975
18
$50.9M 1.99%
+1,300,003
19
$49.4M 1.93%
170,234
+36
20
$48.9M 1.91%
737,246
+6,588
21
$48.8M 1.91%
241,209
-3,533
22
$48.5M 1.9%
190,094
-4,715
23
$41.7M 1.63%
176,836
-3,714
24
$40.8M 1.6%
357,137
-16,163
25
$40.7M 1.59%
956,611
-30,148
1
2 3 4 5