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
$5.51B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$30.7M
3
+$22.5M
4
TCOM icon
Trip.com Group
TCOM
+$12.5M
5
CMI icon
Cummins
CMI
+$11.1M

Top Sells

1
+$100M
2
+$82.7M
3
+$78M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$66.2M
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
1
$369M 6.7%
6,421,520
-65,249
2
$243M 4.4%
3,768,512
-42,677
3
$241M 4.38%
2,956,955
+77,954
4
$235M 4.26%
3,445,998
-23,109
5
$223M 4.05%
6,020,437
-366
6
$219M 3.97%
956,906
-361,596
7
$202M 3.66%
4,813,409
-26,191
8
$190M 3.44%
3,112,851
-126,374
9
$169M 3.08%
1,377,884
-53,276
10
$165M 2.99%
3,536,865
+58,775
11
$164M 2.98%
4,413,251
+336,473
12
$153M 2.78%
3,488,445
-89,376
13
$148M 2.68%
18,401,715
-8,242,037
14
$137M 2.48%
4,428,558
+6,439
15
$136M 2.47%
8,568,982
-140,678
16
$132M 2.4%
8,256,317
-6,255,546
17
$130M 2.36%
27,184,243
+4,689,522
18
$123M 2.24%
40,517,017
+1,152,516
19
$67.3M 1.22%
1,305,517
-47,935
20
$63.9M 1.16%
2,481,134
-94,132
21
$63.4M 1.15%
1,050,720
-45,400
22
$61.7M 1.12%
750,933
-5,471
23
$57.6M 1.05%
541,139
-10,589
24
$56.8M 1.03%
1,721,418
+173,743
25
$56.7M 1.03%
444,095
-10,964
1
2 3 4 5