CI
Cambiar Investors Portfolio holdings
AUM $2.38B
1-Year Return
11.61%
This Quarter Return
+4.85%
1 Year Return
+11.61%
3 Year Return
+48.43%
5 Year Return
+91.52%
10 Year Return
+134.85%
AUM
$3.86B
AUM Growth
-$343M
(-8.2%)
Cap. Flow
-$497M
Cap. Flow
% of AUM
-12.88%
Top 10 Holdings %
Top 10 Hldgs %
46.49%
Holding
170
New
13
Increased
40
Reduced
93
Closed
16
Top Buys
| 1 |
Nutrien
NTR
|
+$167M |
| 2 |
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
|
+$52M |
| 3 |
Applied Materials
AMAT
|
+$46.8M |
| 4 |
ConocoPhillips
COP
|
+$43.4M |
| 5 |
KKR & Co
KKR
|
+$43.4M |
Top Sells
| 1 |
TotalEnergies
TTE
|
+$191M |
| 2 |
Banco Santander
SAN
|
+$116M |
| 3 |
ArcelorMittal
MT
|
+$96.9M |
| 4 |
AerCap
AER
|
+$59.3M |
| 5 |
eBay
EBAY
|
+$53.2M |
Sector Composition
| 1 | Financials | 20.83% |
| 2 | Technology | 17.8% |
| 3 | Industrials | 14.66% |
| 4 | Healthcare | 9.45% |
| 5 | Communication Services | 9.32% |
