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
1
$274M 6.51%
5,882,336
-23,794
2
$217M 5.17%
5,415,809
-208,777
3
$201M 4.78%
1,741,156
+92,519
4
$197M 4.68%
3,143,313
-52,312
5
$192M 4.56%
3,446,685
-50,995
6
$174M 4.13%
4,331,828
-68,408
7
$173M 4.11%
1,953,747
-348,925
8
$168M 4%
1,018,624
+153,276
9
$141M 3.35%
43,880,682
+4,405,176
10
$131M 3.12%
2,716,603
-1,824,990
11
$126M 3%
7,741,374
-1,643
12
$120M 2.85%
17,046,424
+1,930,119
13
$117M 2.8%
26,477,885
+3,310,635
14
$96.9M 2.31%
4,754,510
+586,262
15
$88.6M 2.11%
+471,178
16
$58.8M 1.4%
998,900
-71,800
17
$54.7M 1.3%
500,140
-14,845
18
$50.5M 1.2%
1,358,558
-454,562
19
$49.2M 1.17%
832,873
+331,964
20
$46.2M 1.1%
375,403
+21,996
21
$46.2M 1.1%
330,264
-9,043
22
$45.8M 1.09%
503,263
-27,440
23
$45.7M 1.09%
2,353,140
-2,559
24
$45.7M 1.09%
945,325
-6,646
25
$43.8M 1.04%
703,661
-18,066
1
2 3 4 5