Fund comparison · from official SEC filings
CAMOX vs CAMX: how much do they overlap?
Cambiar Opportunity Fund and Cambiar Aggressive Value ETF
vs
CAMOX and CAMX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
CAMOX
CAMX
E
ELVELEVANCE HEALTH INC
3.78%
5.83%
U
UBERUBER TECHNOLOGIES INC
3.00%
5.31%
O
ONON SEMICONDUCTOR
2.58%
4.53%
B
BMYBRISTOL-MYERS SQUIBB CO
2.66%
4.20%
?
—HONEYWELL INTERNATIONAL INCORPORATION
2.94%
4.15%
M
MASMASCO CORP
2.08%
4.09%
D
DALDELTA AIR LINES INC
3.21%
4.04%
E
EADSYAIRBUS SE - UNSP ADR
3.00%
3.99%
U
UNPUNION PACIFIC CORP
3.28%
3.96%
D
DEODIAGEO PLC-SPONSORED ADR
1.82%
3.75%
A
AMRZAMRIZE LTD
2.95%
3.74%
G
GOOGLALPHABET INC-CL A
3.52%
3.71%
C
CNCCENTENE CORP
2.88%
3.66%
M
MDTMEDTRONIC PLC
2.47%
3.31%
A
APTVAPTIV PLC
2.02%
3.08%
L
LHLABCORP HOLDINGS INC
2.86%
2.70%
S
STZCONSTELLATION BRANDS INC-A
2.10%
2.67%
C
CMECME GROUP INC
2.59%
2.63%
A
AXPAMERICAN EXPRESS CO
2.56%
2.58%
V
VSNTVERSANT MEDIA GROUP INC
1.14%
2.05%
C
CVXCHEVRON CORP
1.77%
1.86%
S
SLBSLB LTD
1.58%
1.76%
Only in CAMOX
F
FXFXXFIRST AM TREAS OBLI-X
4.85%
A
AMZNAMAZON.COM INC
3.55%
P
PEPPEPSICO INC
3.04%
T
TXNTEXAS INSTRUMENTS INC
3.00%
P
PNCPNC FINANCIAL SERVICES GROUP
2.85%
F
FDXFEDEX CORP
2.70%
J
JPMJPMORGAN CHASE & CO
2.58%
S
SYYSYSCO CORP
2.44%
M
MAMASTERCARD INC - A
2.42%
R
REGNREGENERON PHARMACEUTICALS
2.37%
A
AMATAPPLIED MATERIALS INC
2.34%
S
SRESEMPRA
2.20%
U
USBUS BANCORP
2.11%
C
CBCHUBB LTD
1.99%
C
CMCSACOMCAST CORP-CLASS A
1.71%
W
WYWEYERHAEUSER CO
1.54%
T
TJXTJX COMPANIES INC
1.53%
Only in CAMX
N
NXPINXP SEMICONDUCTORS NV
4.09%
A
ALGNALIGN TECHNOLOGY INC
3.88%
N
NTDOYNINTENDO CO LTD-UNSPONS ADR
3.62%
S
SMNNYSHIMANO INC-UNSPON ADR
3.07%
L
LUVSOUTHWEST AIRLINES CO
2.70%
E
ETENERGY TRANSFER LP
2.63%
Z
ZGZILLOW GROUP INC - A
2.44%
Hold CAMOX and CAMX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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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.