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
76
$4.69M 0.11%
128,808
-984
77
$4.69M 0.11%
73,118
-43
78
$4.67M 0.11%
27,382
-155
79
$4.65M 0.11%
139,243
+33,572
80
$4.59M 0.11%
37,183
-433,162
81
$4.59M 0.11%
44,603
-113
82
$4.45M 0.11%
58,660
-715
83
$4.45M 0.11%
53,007
+5,235
84
$4.42M 0.11%
52,490
+323
85
$4.4M 0.1%
134,721
+17,912
86
$4.34M 0.1%
115,381
+9,679
87
$4.2M 0.1%
92,471
+1,510
88
$4.15M 0.1%
86,492
+1,942
89
$4.1M 0.1%
60,429
+2,648
90
$3.71M 0.09%
94,239
-46,707
91
$3.5M 0.08%
170,212
+18,372
92
$3.5M 0.08%
62,309
+682
93
$3.48M 0.08%
42,138
-14,118
94
$3.4M 0.08%
28,552
-506
95
$3.4M 0.08%
102,908
+44,000
96
$3.3M 0.08%
42,549
-14,250
97
$3.29M 0.08%
80,696
-39,364
98
$3.24M 0.08%
42,103
-13,996
99
$3.23M 0.08%
142,262
-57,425
100
$3.23M 0.08%
32,423
-12,008
2 3
4
5 6