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
126
$2.93M 0.07%
117,540
-45,665
127
$2.92M 0.07%
44,867
-11,938
128
$2.9M 0.07%
156,383
-56,110
129
$2.88M 0.07%
157,596
-44,752
130
$2.83M 0.07%
138,165
-53,795
131
$2.81M 0.07%
147,962
-20,126
132
$2.49M 0.06%
37,821
-10,436
133
$2.48M 0.06%
63,914
-17,327
134
$2.23M 0.05%
+120,913
135
$2.2M 0.05%
33,942
-34,783
136
$1.93M 0.05%
16,971
+1,575
137
$1.6M 0.04%
+73,668
138
$1.57M 0.04%
280,050
+53,016
139
$1.41M 0.03%
+22,575
140
$1.16M 0.03%
45,000
141
$905K 0.02%
11,679
-2,521
142
$901K 0.02%
8,258
-1,782
143
$614K 0.01%
4,498
144
$587K 0.01%
6,036
145
$522K 0.01%
5,907
-19,250
146
$519K 0.01%
5,000
147
$480K 0.01%
69,614
148
$465K 0.01%
5,346
-1,154
149
$416K 0.01%
14,104
-7,310
150
$390K 0.01%
10,295
-158,240
4 5
6
7 8