CI

Cambiar Investors Portfolio holdings

AUM $2.24B
1-Year Est. Return 15.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.51B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$32.1M
3
+$23.6M
4
TCOM icon
Trip.com Group
TCOM
+$13.7M
5
CMI icon
Cummins
CMI
+$10.7M

Top Sells

1
+$106M
2
+$85M
3
+$78M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$65.1M
5
BMY icon
Bristol-Myers Squibb
BMY
+$31M

Sector Composition

1 Energy 19.6%
2 Financials 18.84%
3 Industrials 11.31%
4 Consumer Staples 10.71%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-77,514
177
– –
-3,457,650
178
– –
-305,794
179
– –
-37,366
180
– –
-127,118
181
– –
-95,641
4 5 6 7
8