Cambiar Investors Llc (823621) Portfolio


Number of Companies: 123
Inflow: $811,128 K
Outflow: $-766,458 K
Net Flow: $44,669 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


Receive a FREE weekly executive review of stocks moving into the top 10, taking the top industy spot or moving up within their industry. Sent directly to your Inbox every Saturday. Sign up today and get last week's review immediately sent to you.

We value and respect your privacy. Please read our Terms and Conditions which states our firm commitment to your privacy. Your email address will not be shared with a third party, nor will it be sold or used for purposes other than subscription for the weekly review.

Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2993 54 Schlumberger Ltd (SLB) Oil And Gas Services And Equip 2,165,034 New Holding 2,165,034 $79.08 $171,210 $171,210
2996 7 Target Corp (TGT) Mass Merchants 1,276,882 New Holding 1,276,882 $69.82 $89,151 $89,151
3050 14 Wells Fargo And Co (WFC) Diversified Banks 1,746,204 New Holding 1,746,204 $47.33 $82,647 $82,647
2617 3 Csx Corp (CSX) Rail Freight 2,259,341 New Holding 2,259,341 $26.08 $58,923 $58,923
2587 41 Xl Group Plc (XL) P And C Insurance 1,740,242 New Holding 1,740,242 $33.31 $57,967 $57,967
2869 51 Baker Hughes Inc (BHI) Oil And Gas Services And Equip 1,186,031 New Holding 1,186,031 $45.13 $53,525 $53,525
2742 5 United Natural Foods Inc (UNFI) Food Products Wholesalers 615,482 New Holding 615,482 $46.80 $28,804 $28,804
547 37 Hilltop Holdings Inc (HTH) Banks 1,287,950 New Holding 1,287,950 $20.99 $27,034 $27,034
2308 19 Wolverine World Wide Inc (WWW) Apparel Footwear And Acc Design 1,300,132 New Holding 1,300,132 $20.32 $26,418 $26,418
386 3 Interface Inc (TILE) Home Improvement 1,665,898 New Holding 1,665,898 $15.25 $25,404 $25,404
440 2 Kbr Inc (KBR) Infrastructure Construction 1,800,028 New Holding 1,800,028 $13.24 $23,832 $23,832
570 4 Calgon Carbon Corp (CCC) Specialty Chemicals 1,783,498 New Holding 1,783,498 $13.15 $23,452 $23,452
20 1 Aercap Holdings Nv (AER) Commercial Finance 4,754,026 Added More 567,529 $33.59 $19,063 $159,687
49 1 Novartis Ag (NVS) Large Pharma 2,117,314 Added More 229,198 $82.51 $18,911 $174,699
298 18 Banco Bilbao Vizcaya (BBVA) Banks 22,429,092 Added More 2,994,904 $5.74 $17,190 $128,742
304 1 Total Sa (TOT) Integrated Oils 3,445,881 Added More 319,859 $48.10 $15,385 $165,746
366 7 Ericsson Lm Tel (ERIC) Communications Equipment 18,024,576 Added More 1,746,391 $7.68 $13,412 $138,428
72 2 Kirby Corp (KEX) Marine Shipping 386,850 Added More 187,616 $62.39 $11,705 $24,135
315 3 National Grid Plc (NGG) Utility Networks 2,183,030 Added More 92,346 $74.33 $6,864 $162,264
1763 11 Fresenius Medical Care (FMS) Health Care Facilities 2,333,733 Added More 114,840 $43.57 $5,003 $101,680
2492 23 Dsw Inc-Class A (DSW) Specialty Apparel Stores 1,339,224 Added More 231,953 $21.18 $4,912 $28,364
2764 31 Harman International (HAR) Auto Parts 110,745 Added More 65,333 $71.82 $4,692 $7,953
191 1 Verifone Systems Inc (PAY) Transaction Mgmt Systems 1,827,284 Added More 210,982 $18.54 $3,911 $33,877
1089 7 Aufeminin (AEG) Life Insurance 18,508,180 Added More 949,402 $4.01 $3,807 $74,217
144 1 Robert Half Intl Inc (RHI) Professional Services 96,954 New Holding 96,954 $38.16 $3,699 $3,699
2605 14 Air Lease Corp (AL) Commercial Finance 1,024,007 Added More 88,972 $26.78 $2,382 $27,422
2665 11 Manpowergroup Inc (MAN) Commercial Vehicles 771,338 Added More 36,584 $64.34 $2,353 $49,627
165 4 Brinker International Inc (EAT) Restaurants 616,758 Added More 50,776 $45.53 $2,311 $28,080
2356 53 Synaptics Inc (SYNA) Semiconductor Devices 613,223 Added More 34,827 $53.75 $1,871 $32,960
2380 15 Whole Foods Market Inc (WFM) Food And Drug Stores 163,360 Added More 52,832 $32.02 $1,691 $5,230
59 2 Astrazeneca Plc (AZN) Large Pharma 7,509,789 Added More 42,289 $30.19 $1,276 $226,720
2643 17 First Solar Inc (FSLR) Renewable Energy Equipment 70,247 Added More 18,131 $48.48 $878 $3,405
2379 250 Bankunited Inc (BKU) Banks 117,417 Added More 14,493 $30.72 $445 $3,607
841 15 Telecom Argentina Sa (TEO) Telecom Carriers 20,298 New Holding 20,298 $18.33 $372 $372
696 51 New York Community Bancorp (NYCB) Banks 233,478 Added More 7,191 $14.99 $107 $3,499
246 2 Scotts Miracle-Gro Co-Cl A (SMG) Home Improvement 51,682 Added More 1,464 $69.91 $102 $3,613
2859 40 Booz Allen Hamilton Holdings (BAH) It Services 125,791 Added More 3,453 $29.64 $102 $3,728
30 1 Resmed Inc (RMD) Health Care Supplies 60,606 Added More 1,606 $63.23 $101 $3,832
1589 2 Wabtec Corp (WAB) Railroad Rolling Stock 48,654 Added More 1,086 $70.23 $76 $3,416
295 17 East West Bancorp Inc (EWBC) Banks 112,778 Added More 2,069 $34.18 $70 $3,854
2582 11 Adecoagro Sa (AGRO) Agricultural Producers 33,400 Added More 4,430 $10.97 $48 $366
2346 10 Sonic Automotive Inc-Class A (SAH) Automotive Retailers 25,950 No Change 0 $17.11 $0 $444
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 6,341 Sold Some -239 $62.14 $-14 $394
211 11 Pacwest Bancorp (PACW) Banks 104,025 Sold Some -565 $39.78 $-22 $4,138
2465 26 Perkinelmer Inc (PKI) Life Science Equipment 70,741 Sold Some -445 $52.42 $-23 $3,708
2401 4 Harley-Davidson Inc (HOG) Automobiles 78,746 Sold Some -560 $45.30 $-25 $3,567
2585 9 Endurance Specialty Holdings (ENH) Reinsurance 55,595 Sold Some -555 $67.16 $-37 $3,733
205 4 Maximus Inc (MMS) It Services 71,025 Sold Some -708 $55.37 $-39 $3,932
2816 63 Maxim Integrated Products (MXIM) Semiconductor Devices 100,883 Sold Some -1,136 $35.69 $-40 $3,600
2812 2 Lkq Corp (LKQ) Automotive Wholesalers 118,323 Sold Some -4,667 $31.70 $-147 $3,750
115 4 Zions Bancorporation (ZION) Banks 137,391 Sold Some -8,877 $25.13 $-223 $3,452
2720 10 Expeditors Intl Wash Inc (EXPD) Logistics Services 76,922 Sold Some -5,435 $49.04 $-266 $3,772
2232 68 Synopsys Inc (SNPS) Application Software 97,322 Sold Some -6,038 $54.08 $-326 $5,263
2491 7 Reinsurance Group Of America (RGA) Reinsurance 38,609 Sold Some -3,716 $96.99 $-360 $3,744
2594 11 Dun And Bradstreet Corp (DNB) Information Services 31,451 Sold Some -4,703 $121.84 $-573 $3,831
2753 72 Cimarex Energy Co (XEC) Exploration And Production 32,457 Sold Some -5,438 $119.32 $-648 $3,872
2707 82 Mentor Graphics Corp (MENT) Application Software 0 Sold All -32,650 $21.26 $-694 $0
543 1 Brinks Cothe (BCO) Security Services 917,554 Sold Some -26,600 $28.49 $-757 $26,141
1494 47 Quality Systems Inc (QSII) Application Software 2,040,944 Sold Some -79,797 $11.91 $-950 $24,307
2971 79 Occidental Petroleum Corp (OXY) Exploration And Production 820,205 Sold Some -15,609 $75.56 $-1,179 $61,974
2253 9 Penske Automotive Group Inc (PAG) Automotive Retailers 745,988 Sold Some -38,841 $31.46 $-1,221 $23,468
2631 13 Group 1 Automotive Inc (GPI) Automotive Retailers 465,381 Sold Some -30,115 $49.36 $-1,486 $22,971
2931 30 Capital One Financial Corp (COF) Consumer Finance 1,280,408 Sold Some -25,251 $63.51 $-1,603 $81,318
226 18 Diamondrock Hospitality Co (DRH) Reit 2,819,086 Sold Some -182,742 $9.03 $-1,650 $25,456
2628 10 Sothebys (BID) Other Commercial Services 952,125 Sold Some -62,046 $27.40 $-1,700 $26,088
2548 257 Bbcn Bancorp Inc (BBCN) Banks 1,764,541 Sold Some -118,012 $14.92 $-1,760 $26,326
1049 2 Diebold Inc (DBD) Transaction Mgmt Systems 1,273,127 Sold Some -71,090 $24.83 $-1,765 $31,611
1999 42 Rambus Inc (RMBS) Semiconductor Devices 2,232,321 Sold Some -148,349 $12.08 $-1,792 $26,966
515 8 Cabot Corp (CBT) Basic And Diversified Chemicals 590,054 Sold Some -40,293 $45.66 $-1,839 $26,941
2630 5 Generac Holdings Inc (GNRC) Electrical Power Equipment 767,899 Sold Some -54,451 $34.96 $-1,903 $26,845
2904 10 Ebay Inc (EBAY) Ecommerce Discretionary 3,899,239 Sold Some -81,881 $23.41 $-1,916 $91,281
3000 32 American Express Co (AXP) Consumer Finance 828,783 Sold Some -34,332 $60.76 $-2,086 $50,356
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 1,046,436 Sold Some -37,847 $55.84 $-2,113 $58,432
2398 55 Telephone And Data Systems (TDS) Telecom Carriers 1,000,927 Sold Some -71,276 $29.66 $-2,114 $29,687
527 5 Amdocs Ltd (DOX) It Services 1,144,066 Sold Some -36,808 $57.72 $-2,124 $66,035
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 895,684 Sold Some -22,967 $95.74 $-2,198 $85,752
327 2 Magellan Health Inc (MGLN) Managed Care 444,818 Sold Some -33,828 $65.77 $-2,224 $29,255
816 21 Lattice Semiconductor Corp (LSCC) Semiconductor Devices 4,916,882 Sold Some -416,583 $5.35 $-2,228 $26,305
3053 58 Biogen Inc (BIIB) Biotech 350,936 Sold Some -9,342 $241.82 $-2,259 $84,863
3011 13 Citigroup Inc (C) Diversified Banks 1,333,614 Sold Some -53,505 $42.39 $-2,268 $56,531
2447 49 United Therapeutics Corp (UTHR) Biotech 0 Sold All -22,485 $105.92 $-2,381 $0
2168 13 Aircastle Ltd (AYR) Commercial Finance 1,423,305 Sold Some -124,291 $19.56 $-2,431 $27,839
1759 203 Umpqua Holdings Corp (UMPQ) Banks 2,103,118 Sold Some -159,122 $15.47 $-2,461 $32,535
102 3 Regions Financial Corp (RF) Banks 6,909,387 Sold Some -291,015 $8.51 $-2,476 $58,798
677 50 Wintrust Financial Corp (WTFC) Banks 570,227 Sold Some -48,851 $51.00 $-2,491 $29,081
22 1 Microsemi Corp (MSCC) Semiconductor Devices 952,003 Sold Some -78,694 $32.68 $-2,571 $31,111
1722 21 Entegris Inc (ENTG) Semiconductor Mfg 0 Sold All -180,343 $14.47 $-2,609 $0
2215 20 Symantec Corp (SYMC) Infrastructure Software 3,275,438 Sold Some -129,076 $20.54 $-2,651 $67,277
2733 117 Host Hotels And Resorts Inc (HST) Reit 3,493,810 Sold Some -163,741 $16.21 $-2,654 $56,634
417 3 Schweitzer-Mauduit Intl Inc (SWM) Paper 875,198 Sold Some -75,793 $35.28 $-2,673 $30,876
3029 24 Coca-Cola Cothe (KO) Beverages 1,891,546 Sold Some -60,211 $45.33 $-2,729 $85,743
656 3 Regal Beloit Corp (RBC) Industrial Machinery 466,827 Sold Some -51,982 $55.05 $-2,861 $25,698
208 2 Proassurance Corp (PRA) P And C Insurance 573,934 Sold Some -53,746 $53.55 $-2,878 $30,734
3035 2 United Parcel Service-Cl B (UPS) Courier Services 814,814 Sold Some -27,156 $107.72 $-2,925 $87,771
2919 19 Universal Health Services-B (UHS) Health Care Facilities 446,789 Sold Some -22,062 $134.10 $-2,958 $59,914
2758 24 Pvh Corp (PVH) Apparel Footwear And Acc Design 0 Sold All -33,035 $94.23 $-3,112 $0
539 4 Wpp Plc (WPPGY) Advertising And Marketing 897,876 Sold Some -31,218 $104.52 $-3,262 $93,846
3010 11 Aetna Inc (AET) Managed Care 482,296 Sold Some -27,073 $122.13 $-3,306 $58,902
2276 22 Avg Technologies (AVG) Infrastructure Software 1,601,509 Sold Some -174,621 $18.99 $-3,316 $30,412
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 1,841,196 Sold Some -64,139 $53.57 $-3,435 $98,632
2902 23 Metlife Inc (MET) Life Insurance 1,853,913 Sold Some -86,298 $39.83 $-3,437 $73,841
176 9 Bbandt Corp (BBT) Banks 2,299,816 Sold Some -97,136 $35.61 $-3,459 $81,896
2865 6 Norfolk Southern Corp (NSC) Rail Freight 736,634 Sold Some -42,920 $85.13 $-3,653 $62,709
2460 16 Packaging Corp Of America (PKG) Containers And Packaging 0 Sold All -60,493 $66.93 $-4,048 $0
3013 9 Mckesson Corp (MCK) Health Care Supply Chain 507,698 Sold Some -21,716 $186.65 $-4,053 $94,761
2417 251 Tcf Financial Corp (TCB) Banks 1,929,739 Sold Some -482,409 $12.65 $-6,102 $24,411
909 4 Enersys (ENS) Renewable Energy Equipment 441,599 Sold Some -112,170 $59.47 $-6,670 $26,261
2976 33 Oracle Corp (ORCL) Infrastructure Software 2,229,671 Sold Some -170,326 $40.93 $-6,971 $91,260
48 2 Beacon Roofing Supply Inc (BECN) Home Products Stores 621,884 Sold Some -171,530 $45.47 $-7,799 $28,277
2766 25 Cardtronics Inc (CATM) Consumer Finance 694,158 Sold Some -223,585 $39.81 $-8,900 $27,634
2571 15 Mgm Resorts International (MGM) Casinos And Gaming 3,862,175 Sold Some -578,842 $22.63 $-13,099 $87,401
2981 80 Eog Resources Inc (EOG) Exploration And Production 1,049,364 Sold Some -184,332 $83.42 $-15,376 $87,537
2782 28 Agilent Technologies Inc (A) Life Science Equipment 1,295,834 Sold Some -368,574 $44.36 $-16,349 $57,483
1947 11 Tivo Inc (TIVO) Consumer Electronics 0 Sold All -2,645,080 $9.90 $-26,186 $0
2515 24 Genesco Inc (GCO) Specialty Apparel Stores 0 Sold All -411,638 $64.31 $-26,472 $0
2397 25 Haemonetics Corpmass (HAE) Life Science Equipment 25,030 Sold Some -952,363 $28.99 $-27,609 $725
2566 57 Cogent Communications Holdin (CCOI) Telecom Carriers 0 Sold All -719,919 $40.06 $-28,839 $0
2674 7 Nordstrom Inc (JWN) Department Stores 0 Sold All -1,041,193 $38.05 $-39,617 $0
2927 6 Ford Motor Co (F) Automobiles 0 Sold All -4,280,750 $12.57 $-53,809 $0
2861 30 Abbott Laboratories (ABT) Life Science Equipment 0 Sold All -1,402,301 $39.31 $-55,124 $0
229 1 Syngenta Ag (SYT) Agricultural Chemicals 0 Sold All -1,283,179 $76.79 $-98,535 $0
3040 9 Abbvie Inc (ABBV) Large Pharma 0 Sold All -1,655,935 $61.91 $-102,518 $0
2673 21 Embraer Sa (ERJ) Aircraft And Parts 0 Sold All -4,928,327 $21.72 $-107,043 $0