CI

Cambiar Investors Portfolio holdings

AUM $2.2B
1-Year Est. Return 6.87%
This Quarter Est. Return
1 Year Est. Return
+6.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.51B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$30.7M
3
+$22.5M
4
TCOM icon
Trip.com Group
TCOM
+$12.5M
5
CMI icon
Cummins
CMI
+$11.1M

Top Sells

1
+$100M
2
+$82.7M
3
+$78M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$66.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$31M

Sector Composition

1 Energy 19.6%
2 Financials 18.84%
3 Industrials 11.31%
4 Consumer Staples 10.71%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.7M 0.65%
405,464
-10,890
52
$31.9M 0.58%
536,150
+27,541
53
$30.7M 0.56%
+324,747
54
$30.5M 0.55%
628,328
-9,571
55
$22.8M 0.41%
579,025
-19,043
56
$12.9M 0.23%
272,952
-12,338
57
$11.1M 0.2%
+75,700
58
$9.98M 0.18%
172,872
-5,096
59
$9.69M 0.18%
465,853
+64,004
60
$9.18M 0.17%
72,503
-22,885
61
$8.47M 0.15%
394,746
+2,035
62
$7.73M 0.14%
499,200
+9,526
63
$7.13M 0.13%
76,673
-1,098
64
$6.95M 0.13%
100,579
+32,353
65
$6.71M 0.12%
65,433
+21,233
66
$6.03M 0.11%
35,798
-1,000
67
$5.84M 0.11%
81,520
-9,724
68
$5.84M 0.11%
48,726
-1,836
69
$5.8M 0.11%
58,449
-2,123
70
$5.79M 0.11%
173,227
+14,770
71
$5.76M 0.1%
150,075
-5,309
72
$5.76M 0.1%
38,755
-25,081
73
$5.53M 0.1%
400,060
-13,898
74
$5.52M 0.1%
252,015
-9,383
75
$5.47M 0.1%
40,925
-691
1 2
3
4 5