CI
Cambiar Investors Portfolio holdings
AUM
$2.38B
1-Year Return
11.61%
This Quarter Return
+8.51%
1 Year Return
+11.61%
3 Year Return
+48.43%
5 Year Return
+91.52%
10 Year Return
+134.85%
AUM
$2.87B
AUM Growth
+$311M
(+12%)
Cap. Flow
+$96.3M
Cap. Flow
% of AUM
3.35%
Top 10 Holdings %
Top 10 Hldgs %
24.77%
Holding
167
New
19
Increased
68
Reduced
58
Closed
21
Top Buys
| 1 |
Itaú Unibanco
ITUB
|
$79.5M |
| 2 |
Fresenius Medical Care
FMS
|
$57.2M |
| 3 |
Banco Santander
SAN
|
$56.6M |
| 4 |
Fiserv
FI
|
$54.9M |
| 5 |
Principal Financial Group
PFG
|
$45M |
Top Sells
| 1 |
Sanofi
SNY
|
$50.1M |
| 2 |
Verizon
VZ
|
$41.2M |
| 3 |
TSMC
TSM
|
$31.4M |
| 4 |
VMW
VMware, Inc
VMW
|
$27.1M |
| 5 |
Visa
V
|
$22.9M |
Sector Composition
| 1 | Financials | 21.75% |
| 2 | Technology | 20.81% |
| 3 | Healthcare | 17.13% |
| 4 | Industrials | 13.45% |
| 5 | Consumer Discretionary | 10.68% |
