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
$4.2B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$88.6M
2
+$31.6M
3
+$30M
4
BIDU icon
Baidu
BIDU
+$25.3M
5
VZ icon
Verizon
VZ
+$19.6M

Top Sells

1
+$391M
2
+$96.3M
3
+$88.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$53.5M
5
KO icon
Coca-Cola
KO
+$31.7M

Sector Composition

1 Financials 21.18%
2 Technology 15.38%
3 Industrials 13.88%
4 Energy 11.14%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$43.3M 1.03%
402,934
+5,336
27
$40.5M 0.96%
941,558
+138,509
28
$37.4M 0.89%
1,137,188
-68,060
29
$36.5M 0.87%
1,500,869
-45,516
30
$35.8M 0.85%
343,394
-22,387
31
$35.2M 0.84%
325,626
-21,270
32
$35.1M 0.84%
148,560
+48,372
33
$34.4M 0.82%
495,558
+49,302
34
$33.2M 0.79%
2,152,106
-41,260
35
$33.2M 0.79%
210,293
+7,198
36
$32.9M 0.78%
187,536
+8,412
37
$32.8M 0.78%
170,945
-5,167
38
$32.8M 0.78%
969,918
+93,875
39
$32.8M 0.78%
1,008,717
-48,521
40
$32.7M 0.78%
632,310
-20,404
41
$32.6M 0.78%
572,383
-936
42
$32.2M 0.77%
400,037
-114,459
43
$32M 0.76%
286,664
-8,211
44
$31.6M 0.75%
+173,496
45
$30.2M 0.72%
505,655
-8,444
46
$30M 0.71%
+220,388
47
$29.8M 0.71%
554,067
-497,465
48
$29.5M 0.7%
587,435
+67,594
49
$29.4M 0.7%
514,303
+22,908
50
$29.3M 0.7%
359,045
-5,157
1
2
3 4 5