CI

Cambiar Investors Portfolio holdings

AUM $2.38B
1-Year Est. Return 11.61%
This Quarter Est. Return
1 Year Est. Return
+11.61%
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 +$88.6M
2 +$31.6M
3 +$30M
4
BIDU icon
Baidu
BIDU
+$25.3M
5
VZ icon
Verizon
VZ
+$19.6M

Top Sells

1 +$391M
2 +$96.3M
3 +$88.1M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$53.5M
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