CAMBIAR INVESTORS LLC Information

2401 E. 2ND AVE., DENVER, Colorado, 80206, (303) 302-9000

Report Date: 12/31/2014

Position Statistics

Total Positions 176
New Positions 24
Increased Positions 83
Decreased Positions 93
Positions with Activity 176
Sold Out Positions 22
Total Mkt Value (in $ millions) 6,769

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.03%
Capital Goods 2.24%
Conglomerates
Consumer Cyclical 5.71%
Consumer/Non-Cyclical 0.52%
Energy 5.01%
Financial 20.77%
Healthcare 9.95%
Services 24.64%
Technology 21.56%
Transportation 0.52%
Utilities

24 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MCDONALDS CORP COM 118,798 118,798 New 1,210,498
QUALCOMM INC COM 109,179 109,179 New 1,624,451
AMERICAN EXPRESS CO COM 96,551 96,551 New 1,205,229
MANPOWERGROUP INC COM 93,356 93,356 New 1,105,977
UNIVERSAL HLTH SVCS INC CL B 78,426 78,426 New 664,739
NIELSEN N V COM 73,113 73,113 New 1,697,533
EOG RES INC COM 67,613 67,613 New 751,595
BANKUNITED INC COM 45,564 45,564 New 1,387,884
ISHARES TR MSCI EAFE ETF 43,874 43,874 New 669,422
GENERAC HLDGS INC COM 43,017 43,017 New 884,576
HOME LN SERVICING SOLUTIONS LT ORD SHS 36,382 36,382 New 2,116,469
ACTUANT CORP CL A NEW 35,113 35,113 New 1,459,373
FINISH LINE INC CL A 30,802 30,802 New 1,314,647
ADTRAN INC COM 22,872 22,872 New 1,225,720
CABOT CORP COM 22,610 22,610 New 521,204
SYNGENTA AG SPONSORED ADR 22,485 22,485 New 329,734
ISHARES TR RUS 2000 VAL ETF 7,039 7,039 New 68,966
ISHARES TR RUS 1000 VAL ETF 6,319 6,319 New 61,596
URBAN OUTFITTERS INC COM 2,331 2,331 New 51,045
LATTICE SEMICONDUCTOR CORP COM 2,264 2,264 New 352,164