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 March 31, 2026).
Overlap Score
32
Limited overlap
Shared Holdings
80 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 104 for Causeway Capital Management).
| Stock | Sequoia Financial Advisors value | Causeway Capital Management value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| CCL Carnival Corporation | $1.43M | $960.06M | $961.49M | 7.2% | $1.06B | Consumer Cyclical |
| DB Deutsche Bank | $1.31M | $723.33M | $724.64M | 5.4% | $846.70M | — |
| CP Canadian Pacific Kansas City Li | $1.20M | $689.86M | $691.06M | 5.1% | $756.75M | Industrials |
| SW Smurfit WestRock | $551,391 | $620.31M | $620.86M | 4.6% | $718.08M | — |
| AAPL Apple Inc. | $492.48M | $234,248 | $492.71M | 1.4% | $571.51M | Technology |
| NVDA NVIDIA Corporation | $467.38M | $625,922 | $468.01M | 1.3% | $530.21M | Technology |
| GOOG Alphabet Inc. | $216.08M | $96.76M | $312.84M | 1.3% | $390.30M | Communication Services |
| MSFT Microsoft Corporation | $308.27M | $285,771 | $308.56M | 0.9% | $320.32M | Technology |
| META Meta Platforms, Inc. | $150.96M | $82.84M | $233.80M | 1.0% | $250.47M | Communication Services |
| AVGO Broadcom Inc. | $198.14M | $260,917 | $198.40M | 0.6% | $236.75M | Technology |
| TSM Taiwan Semiconductor Manufactur | $22.36M | $171.84M | $194.20M | 1.3% | $255.27M | Technology |
| ACWI iShares MSCI ACWI ETF | $165.75M | $2.13M | $167.89M | 0.5% | $189.42M | — |
| MRK Merck & Company, Inc. | $35.73M | $102.75M | $138.48M | 0.9% | $144.33M | Healthcare |
| BABA Alibaba Group Holding Limited | $2.80M | $134.10M | $136.91M | 1.0% | $106.93M | Consumer Cyclical |
| CARR Carrier Global Corporation | $1.75M | $118.41M | $120.16M | 0.9% | $153.79M | Industrials |
| VEA Vanguard FTSE Developed Markets | $61.29M | $47.20M | $108.49M | 0.5% | $119.12M | — |
| C Citigroup, Inc. | $30.89M | $72.01M | $102.90M | 0.6% | $127.15M | Financial Services |
| CTSH Cognizant Technology Solutions | $3.59M | $92.29M | $95.88M | 0.7% | $64.18M | Technology |
| ALK Alaska Air Group, Inc. | $385,161 | $92.03M | $92.42M | 0.7% | $128.78M | Industrials |
| BCS Barclays PLC | $1.04M | $86.21M | $87.25M | 0.6% | $112.44M | Financial Services |
| AU AngloGold Ashanti | $885,944 | $86.24M | $87.13M | 0.6% | $73.44M | — |
| G0692U109 Axis Capital | $3.09M | $82.73M | $85.82M | 0.6% | — | — |
| BAP Credicorp | $496,611 | $83.14M | $83.63M | 0.6% | $95.43M | — |
| EG Everest Group | $873,104 | $81.72M | $82.59M | 0.6% | $90.95M | — |
| SAP SAP SE | $3.10M | $78.07M | $81.17M | 0.6% | $75.45M | Technology |
| LYV Live Nation Entertainment, Inc. | $853,438 | $80.28M | $81.14M | 0.6% | $97.88M | Communication Services |
| ZBH Zimmer Biomet Holdings, Inc. | $5.84M | $73.07M | $78.91M | 0.6% | $73.46M | Healthcare |
| RELX RELX PLC PLC | $1.68M | $76.46M | $78.14M | 0.6% | $73.96M | Industrials |
| GFI Gold Fields Limited | $1.22M | $74.19M | $75.41M | 0.6% | $56.03M | Basic Materials |
| BA Boeing Company (The) | $11.92M | $62.48M | $74.40M | 0.5% | $81.71M | Industrials |
| G Genpact | $420,405 | $72.59M | $73.01M | 0.5% | $55.39M | — |
| ADI Analog Devices, Inc. | $6.49M | $64.21M | $70.70M | 0.5% | $86.44M | Technology |
| PHG Koninklijke Philips N.V. NY Reg | $852,590 | $67.30M | $68.15M | 0.5% | $67.65M | Healthcare |
| BAH Booz Allen Hamilton Holding Cor | $289,345 | $66.91M | $67.20M | 0.5% | $51.68M | Industrials |
| CFG Citizens Financial Group, Inc. | $2.97M | $62.88M | $65.85M | 0.5% | $78.86M | Financial Services |
| DIS Walt Disney Company (The) | $11.37M | $53.96M | $65.33M | 0.4% | $64.88M | Communication Services |
| PFE Pfizer, Inc. | $9.94M | $53.75M | $63.70M | 0.4% | $54.17M | Healthcare |
| JLL Jones Lang LaSalle Incorporated | $1.83M | $56.69M | $58.52M | 0.4% | $61.22M | Real Estate |
| BIIB Biogen Inc. | $1.82M | $51.48M | $53.30M | 0.4% | $60.98M | Healthcare |
| SNY Sanofi | $1.77M | $51.29M | $53.06M | 0.4% | $45.84M | Healthcare |
| IR Ingersoll Rand Inc. | $1.07M | $50.16M | $51.23M | 0.4% | $51.70M | Industrials |
| TXN Texas Instruments Incorporated | $10.70M | $40.03M | $50.73M | 0.3% | $77.98M | Technology |
| DTE DTE Energy Company | $3.37M | $47.09M | $50.45M | 0.4% | $51.95M | Utilities |
| DEO Diageo plc | $346,790 | $49.61M | $49.95M | 0.4% | $52.81M | Consumer Defensive |
| BP BP p.l.c. | $2.38M | $46.90M | $49.28M | 0.4% | $37.90M | Energy |
| APTV Aptiv | $490,386 | $47.46M | $47.95M | 0.4% | $41.62M | — |
| NGG National Grid Transco, PLC Nati | $1.63M | $45.58M | $47.21M | 0.3% | $44.75M | Utilities |
| NWG NatWest Group plc | $692,641 | $44.53M | $45.22M | 0.3% | $54.60M | Financial Services |
| NVO Novo Nordisk A/S | $1.32M | $43.15M | $44.47M | 0.3% | $59.01M | Healthcare |
| BUD Anheuser-Busch Inbev SA Sponsor | $2.37M | $40.24M | $42.61M | 0.3% | $49.29M | Consumer Defensive |
| ING ING Group, N.V. | $1.69M | $40.06M | $41.74M | 0.3% | $50.45M | Financial Services |
| TAL TAL Education Group | $137,827 | $39.55M | $39.69M | 0.3% | $34.91M | Consumer Defensive |
| PUK Prudential Public Limited Compa | $552,668 | $37.56M | $38.11M | 0.3% | $37.12M | Financial Services |
| UNH UnitedHealth Group Incorporated | $14.64M | $19.45M | $34.08M | 0.2% | $53.73M | Healthcare |
| BTI British American Tobacco Indus | $1.95M | $29.29M | $31.24M | 0.2% | $32.36M | Consumer Defensive |
| SNN Smith & Nephew SNATS, Inc. | $422,420 | $30.29M | $30.71M | 0.2% | $27.77M | Healthcare |
| PBR-A Petroleo Brasileiro S.A.- Petro | $264,975 | $28.04M | $28.31M | 0.2% | — | Energy |
| SMFG Sumitomo Mitsui Financial Group | $3.02M | $25.03M | $28.05M | 0.2% | $34.15M | Financial Services |
| INFY Infosys Limited | $1.11M | $25.62M | $26.73M | 0.2% | $21.07M | Technology |
| PDD PDD Holdings Inc. | $971,937 | $24.22M | $25.19M | 0.2% | $20.34M | Consumer Cyclical |
| GGB Gerdau S.A. | $276,144 | $24.70M | $24.97M | 0.2% | $27.81M | Basic Materials |
| VSS Vanguard FTSE All-Wld ex-US SmC | $6.44M | $15.10M | $21.54M | 0.1% | $22.77M | — |
| SHG Shinhan Financial Group Co Ltd | $2.33M | $15.55M | $17.88M | 0.1% | $18.23M | Financial Services |
| MT Arcelor Mittal NY Registry Shar | $1.11M | $13.81M | $14.92M | 0.1% | $17.01M | Basic Materials |
| VWO Vanguard FTSE Emerging Markets | $14.37M | $403,699 | $14.77M | 0.0% | $16.18M | — |
| IBN ICICI Bank Limited | $2.65M | $11.68M | $14.33M | 0.1% | $16.02M | Financial Services |
| SCZ iShares MSCI EAFE Small-Cap ETF | $13.75M | $556,711 | $14.31M | 0.0% | $15.15M | — |
| EFA iShares MSCI EAFE ETF | $8.10M | $3.67M | $11.77M | 0.1% | $12.49M | — |
| HDB HDFC Bank Limited | $1.72M | $9.93M | $11.65M | 0.1% | $11.96M | Financial Services |
| 40090E106 Grupo Cibest | $406,717 | $9.64M | $10.04M | 0.1% | — | — |
| VEU Vanguard FTSE All World Ex US E | $9.21M | $464,938 | $9.68M | 0.0% | $10.66M | — |
| CLS Celestica, Inc. | $1.22M | $6.98M | $8.19M | 0.1% | $10.53M | Technology |
| NVS Novartis AG | $6.56M | $227,167 | $6.79M | 0.0% | $6.85M | Healthcare |
| TME Tencent Music Entertainment Gro | $201,636 | $5.69M | $5.89M | 0.0% | $5.50M | Communication Services |
| FIX Comfort Systems USA, Inc. | $4.00M | $253,734 | $4.25M | 0.0% | $5.75M | Industrials |
| ALL Allstate Corporation (The) | $3.68M | $208,377 | $3.89M | 0.0% | $4.56M | Financial Services |
| WIT Wipro Limited | $2.15M | $939,508 | $3.09M | 0.0% | $2.73M | Technology |
| GSK GSK plc | $1.97M | $613,177 | $2.58M | 0.0% | $2.40M | Healthcare |
| B Barrick Gold | $1.47M | $315,615 | $1.78M | 0.0% | $1.59M | — |
| N4732M103 JBS | $208,175 | $377,052 | $585,227 | 0.0% | — | — |
Largest Shared Position
Carnival Corporation (CCL) 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 March 31, 2026. The combined disclosed value of CCL positions reported by both investment firms is approximately $961.49M, reflecting overlapping institutional exposure to Carnival Corporation.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Other | $2.17B | 40090E106, ACWI, APTV, AU, B, BAP, DB, EFA, EG, G, G0692U109, N4732M103, SCZ, SW, VEA, VEU, VSS, VWO |
| Technology | $2.00B | AAPL, ADI, AVGO, CLS, CTSH, INFY, MSFT, NVDA, SAP, TSM, TXN, WIT |
| Industrials | $1.18B | ALK, BA, BAH, CARR, CP, FIX, IR, RELX |
| Consumer Cyclical | $1.12B | BABA, CCL, PDD |
| Communication Services | $699.00M | DIS, GOOG, LYV, META, TME |
| Healthcare | $574.24M | BIIB, GSK, MRK, NVO, NVS, PFE, PHG, SNN, SNY, UNH, ZBH |
| Financial Services | $456.86M | ALL, BCS, C, CFG, HDB, IBN, ING, NWG, PUK, SHG, SMFG |
| Consumer Defensive | $163.49M | BTI, BUD, DEO, TAL |
| Basic Materials | $115.31M | GFI, GGB, MT |
| Utilities | $97.67M | DTE, NGG |
| Energy | $77.59M | BP, PBR-A |
| Real Estate | $58.52M | JLL |
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: CCL ($961.49M combined).
- Highest average portfolio weight in overlap: CCL (7.2% conviction score).
- Largest estimated mark-to-market gain since filing: DB ($122.06M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Causeway Capital Management decreased between Q4 2001 and Q1 2001, with 80 shared holdings in the latest period ($8.71B combined reported value) versus 81 in the prior period ($9.44B).
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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