CI
Cambiar Investors Portfolio holdings
AUM
$2.38B
1-Year Return
11.61%
This Quarter Return
+6.45%
1 Year Return
+11.61%
3 Year Return
+48.43%
5 Year Return
+91.52%
10 Year Return
+134.85%
AUM
$5.82B
AUM Growth
-$1.03B
(-15%)
Cap. Flow
-$1.36B
Cap. Flow
% of AUM
-23.34%
Top 10 Holdings %
Top 10 Hldgs %
36.55%
Holding
173
New
14
Increased
31
Reduced
98
Closed
20
Top Buys
| 1 |
TotalEnergies
TTE
|
+$76.7M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$59.9M |
| 3 |
HSBC
HSBC
|
+$51.8M |
| 4 |
NBL
Noble Energy, Inc.
NBL
|
+$44.8M |
| 5 |
Bristol-Myers Squibb
BMY
|
+$42.9M |
Top Sells
| 1 |
Vodafone
VOD
|
+$196M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$183M |
| 3 |
Novartis
NVS
|
+$176M |
| 4 |
AstraZeneca
AZN
|
+$148M |
| 5 |
Ericsson
ERIC
|
+$146M |
Sector Composition
| 1 | Financials | 22.81% |
| 2 | Energy | 19.48% |
| 3 | Healthcare | 13.86% |
| 4 | Industrials | 11.77% |
| 5 | Technology | 7.33% |
