CI
Cambiar Investors Portfolio holdings
AUM
$2.38B
1-Year Return
11.61%
This Quarter Return
-14.86%
1 Year Return
+11.61%
3 Year Return
+48.43%
5 Year Return
+91.52%
10 Year Return
+134.85%
AUM
$4.43B
AUM Growth
-$1.08B
(-20%)
Cap. Flow
-$297M
Cap. Flow
% of AUM
-6.72%
Top 10 Holdings %
Top 10 Hldgs %
45.62%
Holding
196
New
28
Increased
44
Reduced
89
Closed
26
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$329M |
| 2 |
NXP Semiconductors
NXPI
|
+$169M |
| 3 |
iShares Russell 1000 Value ETF
IWD
|
+$44.2M |
| 4 |
BBL
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
|
+$44.1M |
| 5 |
DuPont de Nemours
DD
|
+$42.9M |
Top Sells
| 1 |
Philip Morris
PM
|
+$196M |
| 2 |
Schlumberger
SLB
|
+$190M |
| 3 |
Trip.com Group
TCOM
|
+$164M |
| 4 |
Canadian Natural Resources
CNQ
|
+$132M |
| 5 |
Occidental Petroleum
OXY
|
+$61.7M |
Sector Composition
| 1 | Financials | 18.26% |
| 2 | Technology | 12.01% |
| 3 | Industrials | 10.47% |
| 4 | Energy | 9.84% |
| 5 | Healthcare | 9.81% |
