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
$2.52B
AUM Growth
-$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$48.3M
2
+$45.6M
3
+$40M
4
ABNB icon
Airbnb
ABNB
+$36.9M
5
EL icon
Estee Lauder
EL
+$33.9M

Top Sells

1
+$51.6M
2
+$50.4M
3
+$42.1M
4
ICE icon
Intercontinental Exchange
ICE
+$33.2M
5
HQY icon
HealthEquity
HQY
+$15.8M

Sector Composition

1 Financials 19.51%
2 Healthcare 16.31%
3 Technology 13.4%
4 Industrials 10.52%
5 Consumer Staples 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75.6M 3%
1,249,445
-80,839
2
$64.8M 2.57%
342,414
-10,350
3
$63.2M 2.51%
497,022
+31,613
4
$62.6M 2.48%
269,627
-15,075
5
$61.6M 2.44%
268,450
-7,192
6
$59.5M 2.36%
271,259
-9,686
7
$58.8M 2.33%
257,975
+63,531
8
$58.8M 2.33%
1,039,399
+57,814
9
$58.4M 2.32%
311,644
+26,177
10
$57M 2.26%
944,909
+302,047
11
$55.7M 2.21%
1,485,207
+32,135
12
$55M 2.18%
379,782
-8,079
13
$54.3M 2.15%
226,329
-9,782
14
$54.2M 2.15%
709,431
+93,729
15
$54.2M 2.15%
292,754
+260,648
16
$52.3M 2.07%
654,799
-28,813
17
$51.8M 2.05%
685,158
+529,418
18
$49.6M 1.97%
179,500
-6,570
19
$48.5M 1.92%
339,434
-29,613
20
$48.3M 1.92%
404,608
-30,942
21
$46.8M 1.85%
533,075
-174,471
22
$45.6M 1.81%
+123,650
23
$45.1M 1.79%
942,436
-11,402
24
$44.9M 1.78%
232,905
-4,570
25
$41.9M 1.66%
735,180
+32,699
1
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