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
$2.6B
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$43.6M
2
+$18.7M
3
+$13.8M
4
WSC icon
WillScot Mobile Mini Holdings
WSC
+$11.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$10.1M

Top Sells

1
+$41.1M
2
+$39.6M
3
+$37.3M
4
GS icon
Goldman Sachs
GS
+$21M
5
NVS icon
Novartis
NVS
+$10.5M

Sector Composition

1 Financials 21.81%
2 Healthcare 18.02%
3 Technology 13.62%
4 Industrials 10.61%
5 Energy 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.6M 2.6%
1,330,284
+142,723
2
$65.3M 2.51%
465,409
+47,263
3
$62.8M 2.42%
284,702
-3,433
4
$61.6M 2.37%
275,642
-4,521
5
$61.5M 2.37%
683,612
-10,903
6
$60.7M 2.34%
1,453,072
+153,069
7
$60.1M 2.31%
167,006
-3,228
8
$59.2M 2.28%
707,546
-13,284
9
$59M 2.27%
285,467
-49,195
10
$58.5M 2.25%
352,764
+2,018
11
$57.7M 2.22%
435,550
+7,620
12
$57.1M 2.2%
387,861
+5,788
13
$55.7M 2.14%
369,047
-9,860
14
$55.7M 2.14%
739,957
+2,711
15
$54.4M 2.09%
210,971
+375
16
$53.7M 2.06%
186,070
-4,024
17
$52.3M 2.01%
280,945
-1,323
18
$51.3M 1.98%
3,069,155
-88,618
19
$50.8M 1.95%
981,585
+195,861
20
$49.8M 1.92%
236,111
-5,098
21
$48.9M 1.88%
301,913
+29,391
22
$48.3M 1.86%
642,862
+248,206
23
$48.1M 1.85%
615,702
+177,425
24
$47.9M 1.84%
194,444
-34,463
25
$47.7M 1.83%
96,311
-42,425
1
2 3 4 5