CAMBIAR INVESTORS LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 177
New Positions 24
Increased Positions 83
Decreased Positions 94
Positions with Activity 177
Sold Out Positions 23
Total Mkt Value (in $ millions) 6,844

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

Sector Weighting

Basic Materials 5.17%
Capital Goods 2.23%
Conglomerates
Consumer Cyclical 5.85%
Consumer/Non-Cyclical 0.63%
Energy 4.9%
Financial 20.43%
Healthcare 9.86%
Services 24.51%
Technology 21.9%
Transportation 0.5%
Utilities

177 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
METLIFE INC COM 91,199 -5,249 (5.44) 1,794,194
MANPOWERGROUP INC COM 88,987 88,987 New 1,105,977
VANTIV INC CL A 87,607 -33,027 (27.38) 2,368,390
AETNA INC NEW COM 85,010 -35,347 (29.37) 853,942
AMDOCS LTD SHS 83,450 -28,637 (25.55) 1,589,518
WILLIS GROUP HOLDINGS PUBLIC L SHS 83,077 -5,283 (5.98) 1,740,930
CVS HEALTH CORP COM 82,844 -25,144 (23.28) 797,571
TARGET CORP COM 82,473 -48,617 (37.09) 1,073,450
SYNCHRONY FINL COM 82,034 -54,624 (39.97) 2,567,568
EMERSON ELEC CO COM 81,605 -6,153 (7.01) 1,408,926
STANLEY BLACK & DECKER INC COM 78,444 -9,573 (10.88) 797,682
E M C CORP MASS COM 78,375 -26,494 (25.26) 2,708,179
HONEYWELL INTL INC COM 78,319 -29,897 (27.63) 762,002
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR 78,251 -10,159 (11.49) 2,264,211
EXPRESS SCRIPTS HLDG CO COM 78,155 -45,472 (36.78) 921,750
NIELSEN N V COM 76,745 76,745 New 1,697,533
ANADARKO PETE CORP COM 76,296 -45,079 (37.14) 905,802
ACE LIMITED SHS 75,387 -39,431 (34.34) 661,234
UNIVERSAL HLTH SVCS INC CL B 75,348 75,348 New 664,739
MERCK & CO INC NEW COM 74,167 -26,533 (26.35) 1,266,944