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
$4.2B
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$83.4M
2
+$30.2M
3
+$28.7M
4
BIDU icon
Baidu
BIDU
+$25.7M
5
VZ icon
Verizon
VZ
+$18.8M

Top Sells

1
+$380M
2
+$96.3M
3
+$81.8M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$52.1M
5
KO icon
Coca-Cola
KO
+$31.7M

Sector Composition

1 Financials 21.18%
2 Technology 15.38%
3 Industrials 13.88%
4 Energy 11.14%
5 Communication Services 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-6,935
177
– –
-138,270
178
– –
-17,041
179
– –
-115,227
180
– –
-94,619
181
– –
-19,771
182
– –
-34,852
4 5 6 7
8