Fund comparison · from official SEC filings
CAMX vs IWD: how much do they overlap?
Cambiar Aggressive Value ETF and iShares Russell 1000 Value ETF
vs
Shared holdings
Company
CAMX
IWD
E
ELVELEVANCE HEALTH INC
5.83%
0.21%
O
ONON SEMICONDUCTOR
4.53%
0.08%
B
BMYBRISTOL-MYERS SQUIBB CO
4.20%
0.33%
?
—HONEYWELL INTERNATIONAL INCORPORATION
4.15%
0.47%
M
MASMASCO CORP
4.09%
0.04%
D
DALDELTA AIR LINES INC
4.04%
0.14%
U
UNPUNION PACIFIC CORP
3.96%
0.44%
A
ALGNALIGN TECHNOLOGY INC
3.88%
0.04%
G
GOOGLALPHABET INC-CL A
3.71%
1.94%
C
CNCCENTENE CORP
3.66%
0.05%
M
MDTMEDTRONIC PLC
3.31%
0.36%
A
APTVAPTIV PLC
3.08%
0.05%
L
LHLABCORP HOLDINGS INC
2.70%
0.07%
L
LUVSOUTHWEST AIRLINES CO
2.70%
0.05%
S
STZCONSTELLATION BRANDS INC-A
2.67%
0.07%
C
CMECME GROUP INC
2.63%
0.35%
A
AXPAMERICAN EXPRESS CO
2.58%
0.36%
Z
ZGZILLOW GROUP INC - A
2.44%
0.01%
V
VSNTVERSANT MEDIA GROUP INC
2.05%
0.02%
C
CVXCHEVRON CORP
1.86%
1.27%
S
SLBSLB LTD
1.76%
0.23%
Only in CAMX
U
UBERUBER TECHNOLOGIES INC
5.31%
N
NXPINXP SEMICONDUCTORS NV
4.09%
E
EADSYAIRBUS SE - UNSP ADR
3.99%
D
DEODIAGEO PLC-SPONSORED ADR
3.75%
A
AMRZAMRIZE LTD
3.74%
N
NTDOYNINTENDO CO LTD-UNSPONS ADR
3.62%
S
SMNNYSHIMANO INC-UNSPON ADR
3.07%
E
ETENERGY TRANSFER LP
2.63%
Only in IWD
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
2.89%
J
JPMJPMORGAN CHASE & CO
2.61%
E
EXMOCEXXON MOBIL CORP
2.34%
J
JNJJOHNSON & JOHNSON
1.92%
A
AMZNAMAZON.COM INC
1.80%
W
WMTWALMART INC
1.59%
G
GOOGALPHABET INC-CL C
1.58%
M
MUMICRON TECHNOLOGY INC
1.23%
P
PGPROCTER & GAMBLE CO/THE
1.11%
C
CSCOCISCO SYSTEMS INC
1.01%
M
MRKMERCK & CO. INC.
0.98%
B
BACBANK OF AMERICA CORP
0.96%
C
CATCATERPILLAR INC
0.94%
R
RTXRTX CORP
0.84%
P
PMPHILIP MORRIS INTERNATIONAL
0.84%
W
WFCWELLS FARGO & CO
0.81%
U
UNHUNITEDHEALTH GROUP INC
0.81%
G
GSGOLDMAN SACHS GROUP INC
0.77%
L
LINLINDE PLC
0.76%
I
IBMINTL BUSINESS MACHINES CORP
0.74%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
0.73%
M
METAMETA PLATFORMS INC-CLASS A
0.73%
V
VZVERIZON COMMUNICATIONS INC
0.69%
M
MCDMCDONALD'S CORP
0.69%
T
TAT&T INC
0.66%
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57% 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.