Institutional Portfolio Overlap & Shared Holdings
Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.
Sector portfolio overlap
Explore shared holdings and top overlapping superinvestor pairs within a sector.
Sequoia Financial Advisors & Causeway Capital Management Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Causeway Capital Management based on latest reported SEC filings (the quarter ended June 30, 2026).
Overlap Score
30
Limited overlap
Shared Holdings
91 shared positions across both portfolios (2049 holdings for Sequoia Financial Advisors, 115 for Causeway Capital Management).
| Stock | Sequoia Financial Advisors value | Causeway Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| DB Deutsche Bank | $1.18M | $994.16M | $995.35M | 7.9% | $1.13B | — |
| SW Smurfit WestRock | $597,636 | $695.71M | $696.30M | 5.5% | $741.31M | — |
| CP Canadian Pacific Kansas City Li | $1.17M | $581.66M | $582.83M | 4.6% | $628.79M | Industrials |
| AAPL Apple Inc. | $572.48M | $274,024 | $572.76M | 1.4% | $605.56M | Technology |
| NVDA NVIDIA Corporation | $567.52M | $713,721 | $568.23M | 1.4% | $639.43M | Technology |
| GOOG Alphabet Inc. | $269.00M | $111.73M | $380.73M | 1.6% | $370.18M | Communication Services |
| MSFT Microsoft Corporation | $338.04M | $223,812 | $338.26M | 0.9% | $449.24M | Technology |
| TSM Taiwan Semiconductor Manufactur | $31.33M | $254.09M | $285.42M | 2.1% | $254.81M | Technology |
| META Meta Platforms, Inc. | $154.91M | $113.48M | $268.39M | 1.3% | $281.05M | Communication Services |
| AVGO Broadcom Inc. | $251.54M | $302,956 | $251.84M | 0.6% | $262.00M | Technology |
| ACWI iShares MSCI ACWI ETF | $179.99M | $1.21M | $181.20M | 0.5% | $187.34M | — |
| ALK Alaska Air Group, Inc. | $519,443 | $166.16M | $166.68M | 1.3% | $146.76M | Industrials |
| CARR Carrier Global Corporation | $2.77M | $159.79M | $162.57M | 1.3% | $139.14M | Industrials |
| MRK Merck & Company, Inc. | $37.54M | $122.71M | $160.25M | 1.1% | $169.40M | Healthcare |
| LYV Live Nation Entertainment, Inc. | $1.04M | $129.33M | $130.37M | 1.0% | $134.18M | Communication Services |
| BCS Barclays PLC | $1.35M | $106.79M | $108.14M | 0.9% | $113.29M | Financial Services |
| C Citigroup, Inc. | $39.08M | $64.22M | $103.30M | 0.6% | $102.84M | Financial Services |
| BAP Credicorp | $565,576 | $99.51M | $100.08M | 0.8% | $99.25M | — |
| SAP SAP SE | $2.30M | $97.06M | $99.35M | 0.8% | $134.08M | Technology |
| VEA Vanguard FTSE Developed Markets | $68.39M | $30.45M | $98.84M | 0.4% | $102.07M | — |
| BABA Alibaba Group Holding Limited | $2.10M | $95.50M | $97.60M | 0.8% | $125.90M | Consumer Cyclical |
| G0692U109 Axis Capital | $3.29M | $92.37M | $95.66M | 0.7% | — | — |
| EG Everest Group | $1.56M | $90.27M | $91.84M | 0.7% | $95.15M | — |
| IR Ingersoll Rand Inc. | $816,945 | $84.75M | $85.57M | 0.7% | $86.98M | Industrials |
| PHG Koninklijke Philips N.V. NY Reg | $626,891 | $83.25M | $83.88M | 0.7% | $84.19M | Healthcare |
| NVO Novo Nordisk A/S | $2.21M | $80.42M | $82.64M | 0.6% | $79.10M | Healthcare |
| BA Boeing Company (The) | $13.94M | $67.77M | $81.71M | 0.6% | $87.45M | Industrials |
| CFG Citizens Financial Group, Inc. | $4.09M | $75.47M | $79.56M | 0.6% | $84.85M | Financial Services |
| JLL Jones Lang LaSalle Incorporated | $1.47M | $76.95M | $78.41M | 0.6% | $94.87M | Real Estate |
| NTES NetEase, Inc. | $1.26M | $73.35M | $74.61M | 0.6% | $72.85M | Communication Services |
| ZBH Zimmer Biomet Holdings, Inc. | $5.29M | $67.91M | $73.20M | 0.6% | $85.58M | Healthcare |
| DEO Diageo plc | $442,722 | $72.26M | $72.71M | 0.6% | $86.33M | Consumer Defensive |
| TXN Texas Instruments Incorporated | $17.22M | $49.63M | $66.85M | 0.4% | $62.70M | Technology |
| ADI Analog Devices, Inc. | $8.52M | $56.42M | $64.94M | 0.5% | $63.67M | Technology |
| NWG NatWest Group plc | $976,566 | $61.48M | $62.46M | 0.5% | $67.67M | Financial Services |
| BIIB Biogen Inc. | $2.03M | $60.13M | $62.15M | 0.5% | $60.36M | Healthcare |
| UNH UnitedHealth Group Incorporated | $23.63M | $36.35M | $59.97M | 0.3% | $57.97M | Healthcare |
| GFI Gold Fields Limited | $1.01M | $57.55M | $58.55M | 0.5% | $70.15M | Basic Materials |
| RELX RELX PLC PLC | $994,467 | $55.81M | $56.81M | 0.4% | $61.76M | Industrials |
| AU AngloGold Ashanti | $658,983 | $55.74M | $56.40M | 0.4% | $67.04M | — |
| ING ING Group, N.V. | $2.19M | $53.05M | $55.24M | 0.4% | $62.85M | Financial Services |
| PFE Pfizer, Inc. | $8.00M | $46.16M | $54.16M | 0.4% | $60.25M | Healthcare |
| DTE DTE Energy Company | $3.71M | $48.84M | $52.55M | 0.4% | $48.57M | Utilities |
| BAH Booz Allen Hamilton Holding Cor | $242,863 | $51.57M | $51.81M | 0.4% | $66.15M | Industrials |
| NGG National Grid Transco, PLC Nati | $1.70M | $48.91M | $50.62M | 0.4% | $49.51M | Utilities |
| PUK Prudential Public Limited Compa | $346,774 | $45.29M | $45.63M | 0.4% | $47.46M | Financial Services |
| SNN Smith & Nephew SNATS, Inc. | $503,199 | $45.09M | $45.60M | 0.4% | $47.18M | Healthcare |
| PBR-A Petroleo Brasileiro S.A.- Petro | $206,659 | $45.33M | $45.54M | 0.4% | $49.99M | Energy |
| DIS Walt Disney Company (The) | $10.64M | $34.71M | $45.35M | 0.3% | $50.35M | Communication Services |
| TAL TAL Education Group | $114,381 | $39.48M | $39.59M | 0.3% | $48.20M | Consumer Defensive |
| BTI British American Tobacco Indus | $2.32M | $33.84M | $36.16M | 0.3% | $33.41M | Consumer Defensive |
| SNY Sanofi | $1.49M | $34.30M | $35.79M | 0.3% | $36.68M | Healthcare |
| SMFG Sumitomo Mitsui Financial Group | $2.58M | $32.84M | $35.41M | 0.3% | $39.53M | Financial Services |
| BSX Boston Scientific Corporation | $2.11M | $30.74M | $32.85M | 0.3% | $39.89M | Healthcare |
| BUD Anheuser-Busch Inbev SA Sponsor | $3.04M | $28.65M | $31.69M | 0.2% | $30.66M | Consumer Defensive |
| JD JD.com, Inc. | $728,179 | $30.56M | $31.28M | 0.2% | $35.68M | Consumer Cyclical |
| GGB Gerdau S.A. | $334,795 | $29.21M | $29.54M | 0.2% | $34.66M | Basic Materials |
| LRCX Lam Research | $29.15M | $353,597 | $29.51M | 0.1% | $22.63M | — |
| BXP BXP, Inc. | $215,435 | $25.10M | $25.31M | 0.2% | $26.13M | Real Estate |
| HTHT H World Group Limited | $213,662 | $23.80M | $24.01M | 0.2% | $24.10M | Consumer Cyclical |
| CTSH Cognizant Technology Solutions | $3.83M | $19.17M | $23.00M | 0.2% | $34.91M | Technology |
| G Genpact | $489,666 | $19.54M | $20.03M | 0.2% | $24.66M | — |
| VSS Vanguard FTSE All-Wld ex-US SmC | $6.65M | $12.48M | $19.13M | 0.1% | $19.83M | — |
| VWO Vanguard FTSE Emerging Markets | $16.20M | $2.12M | $18.32M | 0.1% | $18.45M | — |
| IBN ICICI Bank Limited | $3.12M | $13.00M | $16.13M | 0.1% | $16.52M | Financial Services |
| SCZ iShares MSCI EAFE Small-Cap ETF | $14.44M | $584,117 | $15.02M | 0.0% | $15.91M | — |
| TD Toronto Dominion Bank (The) | $2.85M | $11.82M | $14.67M | 0.1% | $15.02M | Financial Services |
| HDB HDFC Bank Limited | $1.70M | $10.22M | $11.93M | 0.1% | $10.79M | Financial Services |
| 40090E106 Grupo Cibest | $574,296 | $10.85M | $11.43M | 0.1% | — | — |
| VEU Vanguard FTSE All World Ex US E | $9.85M | $1.29M | $11.14M | 0.0% | $11.39M | — |
| CM Canadian Imperial Bank of Comme | $1.17M | $9.65M | $10.82M | 0.1% | $11.63M | Financial Services |
| EFA iShares MSCI EAFE ETF | $8.54M | $2.16M | $10.69M | 0.0% | $11.18M | — |
| SU Suncor Energy Inc. | $2.68M | $7.45M | $10.13M | 0.1% | $12.41M | Energy |
| CLS Celestica, Inc. | $1.59M | $7.14M | $8.74M | 0.1% | $8.03M | Technology |
| EEM iShares MSCI Emerging Index Fun | $2.14M | $5.13M | $7.27M | 0.0% | $7.08M | — |
| ALL Allstate Corporation (The) | $6.63M | $263,400 | $6.89M | 0.0% | $7.57M | Financial Services |
| FIX Comfort Systems USA, Inc. | $6.54M | $321,076 | $6.87M | 0.0% | $6.15M | Industrials |
| INFY Infosys Limited | $1.15M | $5.53M | $6.67M | 0.0% | $7.69M | Technology |
| NVS Novartis AG | $6.11M | $235,168 | $6.34M | 0.0% | $6.11M | Healthcare |
| MGA Magna International, Inc. | $1.41M | $3.02M | $4.43M | 0.0% | $4.74M | Consumer Cyclical |
| STN Stantec Inc | $212,863 | $3.87M | $4.09M | 0.0% | $4.37M | Industrials |
| BP BP p.l.c. | $1.90M | $1.70M | $3.60M | 0.0% | $4.14M | Energy |
| SHG Shinhan Financial Group Co Ltd | $2.82M | $417,062 | $3.24M | 0.0% | $3.85M | Financial Services |
| WIT Wipro Limited | $2.17M | $1.01M | $3.18M | 0.0% | $2.75M | Technology |
| VICI VICI Properties Inc. | $2.97M | $212,002 | $3.18M | 0.0% | $3.16M | Real Estate |
| CNQ Canadian Natural Resources Limi | $2.01M | $727,829 | $2.74M | 0.0% | $3.33M | Energy |
| MT Arcelor Mittal NY Registry Shar | $1.39M | $1.33M | $2.72M | 0.0% | $3.34M | Basic Materials |
| GSK GSK plc | $1.90M | $375,470 | $2.28M | 0.0% | $2.15M | Healthcare |
| B Barrick Gold | $1.41M | $255,762 | $1.67M | 0.0% | $1.89M | — |
| OTEX Open Text Corporation | $387,766 | $807,567 | $1.20M | 0.0% | $1.33M | Technology |
| INN Summit Hotel Properties, Inc. | $112,182 | $119,612 | $231,794 | 0.0% | $199,719 | Real Estate |
Largest Shared Position
Deutsche Bank (DB) represents the largest overlapping position between Sequoia Financial Advisors and Causeway Capital Management based on the latest reported SEC Form 13F filings for the quarter ended June 30, 2026. The combined disclosed value of DB positions reported by both investment firms is approximately $995.35M, reflecting overlapping institutional exposure to Deutsche Bank.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Other | $2.46B | 40090E106, ACWI, AU, B, BAP, DB, EEM, EFA, EG, G, G0692U109, LRCX, SCZ, SW, VEA, VEU, VSS, VWO |
| Technology | $2.29B | AAPL, ADI, AVGO, CLS, CTSH, INFY, MSFT, NVDA, OTEX, SAP, TSM, TXN, WIT |
| Industrials | $1.20B | ALK, BA, BAH, CARR, CP, FIX, IR, RELX, STN |
| Communication Services | $899.45M | DIS, GOOG, LYV, META, NTES |
| Healthcare | $699.10M | BIIB, BSX, GSK, MRK, NVO, NVS, PFE, PHG, SNN, SNY, UNH, ZBH |
| Financial Services | $553.42M | ALL, BCS, C, CFG, CM, HDB, IBN, ING, NWG, PUK, SHG, SMFG, TD |
| Consumer Defensive | $180.14M | BTI, BUD, DEO, TAL |
| Consumer Cyclical | $157.33M | BABA, HTHT, JD, MGA |
| Real Estate | $107.14M | BXP, INN, JLL, VICI |
| Utilities | $103.17M | DTE, NGG |
| Basic Materials | $90.82M | GFI, GGB, MT |
| Energy | $62.01M | BP, CNQ, PBR-A, SU |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Causeway Capital Management may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.
- Strongest overlap by reported value: DB ($995.35M combined).
- Highest average portfolio weight in overlap: DB (7.9% conviction score).
- Largest estimated mark-to-market gain since filing: DB ($138.06M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Causeway Capital Management increased between Q1 2001 and Q2 2001, with 91 shared holdings in the latest period ($8.80B combined reported value) versus 80 in the prior period ($8.71B).
Overlap Score Guide
| Score | Meaning |
|---|---|
| 85–100 | Extremely high shared conviction |
| 65–84 | Strong overlap |
| 45–64 | Moderate overlap |
| 25–44 | Limited overlap |
| 0–24 | Minimal overlap |
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