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Cambiar Investors Portfolio holdings

AUM $2.3B
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
+3.26%
1 Year Est. Return
+24.77%
3 Year Est. Return
+59.19%
5 Year Est. Return
+64.5%
10 Year Est. Return
+13,161.1%
AUM
$6.19B
AUM Growth
–
Cap. Flow
+$6.14B
Cap. Flow %
99.17%
Top 10 Hldgs %
21.77%
Holding
120
New
120
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GOOG icon
Alphabet (Google) Class C
GOOG
+$156M
2
F icon
Ford
F
+$152M
3
VLO icon
Valero Energy
VLO
+$150M
4
DD icon
DuPont de Nemours
DD
+$150M
5
MRK icon
Merck
MRK
+$144M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Energy 14.94%
2 Industrials 14.68%
3 Financials 14.58%
4 Healthcare 13.22%
5 Technology 11.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEL
101
DELISTED
American Equity Investment Life Holding Company
AEL
$11.4M 0.18%
+726,762
New +$11.3M
BBVA icon
102
Banco Bilbao Vizcaya Argentaria
BBVA
$156B
$11.4M 0.18%
+1,420,807
New +$12.4M
ITUB icon
103
Itaú Unibanco
ITUB
$90.8B
$10.6M 0.17%
+2,253,410
New +$12.3M
MOS icon
104
CALL
The Mosaic Company
MOS
$7.41B
$10.2M 0.17%
+190,000
New +$11.3M
RDS.B
105
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
$7.21M 0.12%
+108,789
New +$7.43M
HAL icon
106
CALL
Halliburton
HAL
$27.2B
$6.26M 0.1%
+150,000
New +$6.27M
VLO icon
107
CALL
Valero Energy
VLO
$87.1B
$6.08M 0.1%
+175,000
New +$6.67M
DVN icon
108
CALL
Devon Energy
DVN
$49.8B
$5.19M 0.08%
+100,000
New +$5.57M
LSI
109
DELISTED
LSI CORPORATION
LSI
$4.93M 0.08%
+690,818
New +$4.73M
BCS icon
110
Barclays
BCS
$95.3B
$4.51M 0.07%
+309,057
New +$4.88M
VZ icon
111
Verizon
VZ
$194B
$3.3M 0.05%
+65,610
New +$3.35M
JBL icon
112
Jabil
JBL
$36.6B
$3.1M 0.05%
+152,225
New +$2.87M
SHY icon
113
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
$2.57M 0.04%
+30,458
New +$2.57M
AGZ icon
114
iShares Agency Bond ETF
AGZ
$564M
$2.52M 0.04%
+22,789
New +$2.57M
LQD icon
115
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$2.46M 0.04%
+21,677
New +$2.58M
MUB icon
116
iShares National Muni Bond ETF
MUB
$45.3B
$1.05M 0.02%
+10,000
New +$1.09M
VOYA icon
117
Voya Financial
VOYA
$9.13B
$391K 0.01%
+14,450
New +$371K
CFN
118
DELISTED
CAREFUSION CORPORATION
CFN
$387K 0.01%
+10,502
New +$371K
CE icon
119
Celanese
CE
$4.87B
$329K 0.01%
+7,334
New +$345K
AGG icon
120
iShares Core US Aggregate Bond ETF
AGG
$137B
$214K ﹤0.01%
+2,000
New +$220K
1 2 3 4
5

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MAP
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ABI
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LCM
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GCP
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LCM
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Cambiar Investors's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Cambiar Investors, which disclosed 120 positions worth $6.19B. Its ten largest holdings account for 22% of the portfolio.

Its largest position is Alphabet (Google) Class C: 7,362,975 shares worth $161M.

By sector, the portfolio is most concentrated in Energy at 15% of assets, followed by Industrials and Financials.

  • Cambiar Investors's largest Q2 2013 buy was Alphabet (Google) Class C: 7,362,975 shares worth $161M.
  • Cambiar Investors's ten largest holdings make up 22% of its $6.19B portfolio in Q2 2013.
  • Cambiar Investors disclosed 120 positions in Q2 2013, its first 13F filing on record.

Based on Cambiar Investors's 13F filing for Q2 2013, filed 24 Jul 2013.