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
51
$28.1M 0.67%
617,535
-15,602
52
$28M 0.67%
650,187
-316,156
53
$27M 0.64%
284,092
-14,330
54
$20.9M 0.5%
322,084
-6,030,714
55
$16.9M 0.4%
+9,689
56
$10.2M 0.24%
227,818
-16,831
57
$8.09M 0.19%
210,437
+74,580
58
$7.94M 0.19%
135,028
+5,109
59
$7.77M 0.18%
141,827
-26,266
60
$7.65M 0.18%
379,817
-10,742
61
$7.36M 0.18%
63,140
+2,916
62
$7.17M 0.17%
334,980
+33,452
63
$6.91M 0.16%
80,342
-17,634
64
$5.47M 0.13%
84,708
-444
65
$5.42M 0.13%
38,036
-636
66
$5.3M 0.13%
122,912
-1,362
67
$5.29M 0.13%
76,821
+6,293
68
$5.28M 0.13%
152,947
-44,877
69
$5.21M 0.12%
89,526
-843
70
$5.12M 0.12%
+145,570
71
$5M 0.12%
154,845
+5,516
72
$4.98M 0.12%
70,143
-451
73
$4.85M 0.12%
41,120
+3,455
74
$4.79M 0.11%
31,537
+2,353
75
$4.77M 0.11%
138,843
+38,131
1 2
3
4 5