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
101
$3.23M 0.08%
32,282
-15,778
102
$3.22M 0.08%
139,247
-35,829
103
$3.21M 0.08%
307,402
-144,042
104
$3.2M 0.08%
156,614
-51,478
105
$3.2M 0.08%
67,535
-22,997
106
$3.18M 0.08%
+87,380
107
$3.18M 0.08%
22,408
-10,058
108
$3.18M 0.08%
+61,753
109
$3.17M 0.08%
22,120
+905
110
$3.16M 0.08%
156,001
-70,854
111
$3.15M 0.08%
48,706
-16,895
112
$3.13M 0.07%
91,991
-36,391
113
$3.11M 0.07%
30,819
-14,276
114
$3.11M 0.07%
85,716
-37,029
115
$3.1M 0.07%
+222,914
116
$3.03M 0.07%
171,408
-49,374
117
$3.01M 0.07%
101,806
-14,549
118
$3.01M 0.07%
85,511
-56,385
119
$3M 0.07%
38,174
-21,764
120
$2.98M 0.07%
+297,237
121
$2.97M 0.07%
143,712
-51,349
122
$2.97M 0.07%
113,868
+1,330
123
$2.96M 0.07%
192,991
-52,988
124
$2.96M 0.07%
213,772
-69,217
125
$2.94M 0.07%
178,048
-278,304
3 4
5
6 7