CI
Cambiar Investors Portfolio holdings
AUM
$2.38B
1-Year Return
11.61%
This Quarter Return
-2.08%
1 Year Return
+11.61%
3 Year Return
+48.43%
5 Year Return
+91.52%
10 Year Return
+134.85%
AUM
$2.56B
AUM Growth
-$128M
(-4.8%)
Cap. Flow
-$62.1M
Cap. Flow
% of AUM
-2.43%
Top 10 Holdings %
Top 10 Hldgs %
23.34%
Holding
147
New
3
Increased
36
Reduced
64
Closed
2
Top Buys
| 1 |
Comcast
CMCSA
|
$50.9M |
| 2 |
CME Group
CME
|
$16.8M |
| 3 |
Delta Air Lines
DAL
|
$8.51M |
| 4 |
Novartis
NVS
|
$7.98M |
| 5 |
Labcorp
LH
|
$7.82M |
Top Sells
| 1 |
Rockwell Automation
ROK
|
$34M |
| 2 |
American Express
AXP
|
$29.6M |
| 3 |
Suncor Energy
SU
|
$22.5M |
| 4 |
GSK
GSK
|
$16.7M |
| 5 |
TSMC
TSM
|
$16.6M |
Sector Composition
| 1 | Financials | 19.52% |
| 2 | Healthcare | 16.17% |
| 3 | Technology | 14.05% |
| 4 | Industrials | 11.07% |
| 5 | Energy | 10.96% |
