Fund comparison · from official SEC filings
CAMMX vs IWR: how much do they overlap?
Cambiar SMID Fund and iShares Russell Mid-Cap ETF
vs
Shared holdings
Company
CAMMX
IWR
O
ONON SEMICONDUCTOR
4.05%
0.16%
L
LSCCLATTICE SEMICONDUCTOR CORP
3.10%
0.08%
L
LFUSLITTELFUSE INC
2.86%
0.05%
M
MASMASCO CORP
2.86%
0.11%
W
WSOWATSCO INC
2.80%
0.11%
W
WSCWILLSCOT HOLDINGS CORP
2.79%
0.03%
S
SAIASAIA INC
2.62%
0.06%
G
GNTXGENTEX CORP
2.58%
0.05%
B
BWABORGWARNER INC
2.58%
0.07%
Z
ZGZILLOW GROUP INC - A
2.56%
0.03%
L
LAZLAZARD INC
2.54%
0.04%
D
DLBDOLBY LABORATORIES INC-CL A
2.53%
0.03%
A
ALGNALIGN TECHNOLOGY INC
2.52%
0.07%
C
COLDAMERICOLD REALTY TRUST INC
2.51%
0.03%
D
DINOHF SINCLAIR CORP
2.50%
0.06%
P
PBPROSPERITY BANCSHARES INC
2.49%
0.05%
A
ATOATMOS ENERGY CORP
2.48%
0.21%
B
BOKFBOK FINANCIAL CORPORATION
2.48%
0.02%
P
PKGPACKAGING CORP OF AMERICA
2.48%
0.15%
D
DGXQUEST DIAGNOSTICS INC
2.46%
0.16%
P
PNWPINNACLE WEST CAPITAL
2.46%
0.08%
R
RGAREINSURANCE GROUP OF AMERICA
2.43%
0.10%
F
FNFFIDELITY NATIONAL FINANCIAL
2.43%
0.12%
C
CBOECBOE GLOBAL MARKETS INC
2.41%
0.20%
L
LUVSOUTHWEST AIRLINES CO
2.38%
0.11%
Only in CAMMX
T
TSEMTOWER SEMICONDUCTOR LTD
2.83%
F
FXFXXFIRST AM TREAS OBLI-X
2.68%
S
SRADSPORTRADAR GROUP AG-A
2.05%
P
PHRPHREESIA INC
1.52%
A
ACVAACV AUCTIONS INC-A
1.34%
Only in IWR
B
BISXXBCF INSTITUTIONAL-SL AGNCY
4.02%
H
HOODROBINHOOD MARKETS INC - A
0.81%
R
RBLXROBLOX CORP -CLASS A
0.65%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.63%
H
HWMHOWMET AEROSPACE INC
0.60%
B
BNYBANK OF NEW YORK MELLON CORP
0.59%
C
COINCOINBASE GLOBAL INC -CLASS A
0.54%
V
VSTVISTRA CORP
0.51%
N
NETCLOUDFLARE INC - CLASS A
0.51%
G
GLWCORNING INC
0.49%
U
URIUNITED RENTALS INC
0.47%
P
PWRQUANTA SERVICES INC
0.47%
S
SPGSIMON PROPERTY GROUP INC
0.46%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.46%
M
MPCMARATHON PETROLEUM CORP
0.45%
D
DLRDIGITAL REALTY TRUST INC
0.45%
C
CMICUMMINS INC
0.44%
V
VRTVERTIV HOLDINGS CO-A
0.44%
C
CORCENCORA INC
0.44%
L
LHXL3HARRIS TECHNOLOGIES INC
0.44%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.43%
A
ALLALLSTATE CORP
0.43%
F
FASTFASTENAL CO
0.43%
P
PSXPHILLIPS 66
0.42%
K
KMIKINDER MORGAN INC
0.42%
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71% overlap
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51% overlap
IWR vs EQALInvesco Russell 1000 Equal Weight ETF
45% overlap
IWR vs OMFLInvesco Russell 1000 Dynamic Multifactor ETF
34% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.