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Top 10 Holdings as of 6.30.10

Cambiar
S&P 500
Russell 1000 Value
Altria Group
4.5%
0.5%
0.3%
Exxon Mobil
4.3%
3.1%
0.4%
Western Union
4.1%
0.1%
0.0%
Hess Corp
3.7%
0.2%
0.3%
Abbott Lab
3.4%
0.8%
0.1%
Ace Ltd
3.2%
0.0%
0.3%
Applied Materials
3.2%
0.2%
0.0%
Archer Daniels Mdiland
3.1%
0.2%
0.3%
Norfolk Southern
3.1%
0.2%
0.4%
Philip Morris Int'l
3.1%
0.9%
0.3%

Total

 35.7%

 6.2%

2.4%


Sector Weightings as of 6.30.10

Cambiar
S&P 500

Russell 1000 Value

Basic Materials
1.9%
3.4%
2.9%
Consumer Discretionary
5.3%
10.1%
7.4%
Consumer Staples
18.1%
11.5%
10.6%
Energy
15.8%
10.7%
10.6%
Financials 
15.8%
16.3%
28.3%
Health Care  
12.3%
12.1%
13.5%
Industrials
12.4%
10.4%
8.8%
Technology
18.4%
18.7%
5.5%
Telecom Services
0.0%
3.0%
5.0%
Utilities
0.0%
3.8%
7.4%

 
Characteristics as of 6.30.10

 
Cambiar
S&P 500

Russell 1000 Value

P/E Ratio - 1 Year Forecast
9.8x
11.6x
11.0x
Price/Book
1.8x
1.9x
1.4x
EPS Growth - Long Term
11.0%
10.7%
7.9%
Wtd Avg Mkt Cap
$28.4 B
$72.8 B
$59.8 B
Median Market Cap
$18.5 B
$8.7 B
$3.7 B

 


Characteristics are subject to change. The one year forecast is included for illustrative purposes and accordingly, no assumptions or comparisons should be made based upon these ratios. The projected ratios are based upon third party sources that are deemed to be reliable, however, Cambiar does not guarantee its accuracy or completeness. Holdings and sector weightings are subject to change.