# Portfolio overlap — ECFGX vs POGAX

Comparing **Eaton Vance Focused Growth Opportunities Fund** (2026-02-28) and **Putnam Large Cap Growth Fund** (2026-01-31).

- Shared positions: 16
- Eaton Vance Focused Growth Opportunities Fund covered by Putnam Large Cap Growth Fund: 0.6658428024220502278234592913
- Putnam Large Cap Growth Fund covered by Eaton Vance Focused Growth Opportunities Fund: 0.6658428024220502278234592914

## Eaton Vance Focused Growth Opportunities Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.137780 | ✓ |
| MICROSOFT CORP | 0.099839 | ✓ |
| APPLE INC | 0.097500 | ✓ |
| AMAZON.COM INC | 0.069487 | ✓ |
| BROADCOM INC | 0.064381 | ✓ |
| ALPHABET INC CL C | 0.063652 | ✓ |
| META PLATFORMS INC CL A | 0.048064 | ✓ |
| LILLY ELI and CO | 0.038117 | ✓ |
| NETFLIX INC | 0.028142 | ✓ |
| LAM RESEARCH CORP | 0.024819 | ✓ |
| TJX COS INC | 0.022568 |  |
| ABBVIE INC | 0.019802 | ✓ |
| TRADEWEB MARKETS INC A | 0.018186 |  |
| MARRIOTT INTL-A | 0.016694 |  |
| FAIR ISAAC CORP | 0.016609 |  |
| QUANTA SVCS INC | 0.016476 |  |
| SYNOPSYS INC | 0.016336 |  |
| ARISTA NETWORKS INC | 0.015877 | ✓ |
| WASTE CONNECTIONS INC | 0.015772 | ✓ |
| FORTINET INC | 0.015765 |  |
| BURLINGTON STORES INC | 0.015674 |  |
| TRANSDIGM GROUP INC | 0.014780 | ✓ |
| COCA-COLA CO/THE | 0.014138 |  |
| AMETEK INC NEW | 0.013911 |  |
| AAON INC | 0.013544 |  |
| LPL FINL HLDGS INC | 0.012131 |  |
| MERCK & CO | 0.010839 |  |
| VISA INC-CLASS A | 0.010764 | ✓ |
| INTUIT INC | 0.010506 |  |
| MSILF-GOVT-INS | 0.009682 |  |
| WALMART INC | 0.009388 |  |
| INTUITIVE SURGICAL INC | 0.007807 | ✓ |
| COSTAR GROUP INC | 0.005587 |  |
| MCKESSON CORP | 0.005384 |  |

## Putnam Large Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.137863 | ✓ |
| APPLE INC | 0.095418 | ✓ |
| MICROSOFT CORP | 0.088572 | ✓ |
| BROADCOM INC | 0.061463 | ✓ |
| ALPHABET INC CL C | 0.059176 | ✓ |
| AMAZON.COM INC | 0.051853 | ✓ |
| META PLATFORMS INC CL A | 0.049541 | ✓ |
| TESLA INC | 0.039560 |  |
| LILLY ELI and CO | 0.036202 | ✓ |
| MASTERCARD INC CL A | 0.029243 |  |
| LAM RESEARCH CORP | 0.020750 | ✓ |
| VISA INC-CLASS A | 0.020198 | ✓ |
| ABBVIE INC | 0.017595 | ✓ |
| GE VERNOVA LLC | 0.016612 |  |
| GENERAL ELECTRIC CO | 0.016529 |  |
| ADV MICRO DEVICE | 0.016004 |  |
| CADENCE DESIGN SYSTEMS INC | 0.013529 |  |
| Putnam Short Term Investment Fund, Class P | 0.012518 |  |
| CBRE GROUP INC - CL A | 0.012225 |  |
| TRANE TECHNOLOGIES PLC | 0.011475 |  |
| INTUITIVE SURGICAL INC | 0.011468 | ✓ |
| CATERPILLAR INC | 0.011226 |  |
| ARISTA NETWORKS INC | 0.010295 | ✓ |
| COSTCO WHOLESALE CORP | 0.010032 |  |
| VULCAN MATERIALS CO | 0.010002 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.009797 |  |
| NASDAQ INC | 0.009201 |  |
| NETFLIX INC | 0.008923 | ✓ |
| CAPITAL ONE FINANCIAL CORP | 0.008696 |  |
| AMERICAN TOWER CORP | 0.007775 |  |
| STARBUCKS CORP | 0.007663 |  |
| SHERWIN WILLIAMS CO | 0.007118 |  |
| BOSTON SCIENTIFIC CORP | 0.006830 |  |
| LONZA GROUP -REG | 0.006782 |  |
| CONSTELLATION ENERGY CORP | 0.006729 |  |
| GALDERMA GROUP A | 0.006440 |  |
| TRANSDIGM GROUP INC | 0.006318 | ✓ |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.005911 |  |
| PALANTIR TECHNOLOGIES INC | 0.005799 |  |
| SNOWFLAKE INC CL A | 0.005703 |  |
| IDEXX LABS INC | 0.005207 |  |
| LIVE NATION ENTERTAINMENT INC | 0.005150 |  |
| SERVICENOW INC | 0.005111 |  |
| WASTE CONNECTIONS INC | 0.004863 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.004234 |  |
| Putnam Government Money Market Fund, Class G | 0.003374 |  |
| ORACLE CORP | 0.003027 |  |
| SWISS FRANC | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-040145` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/102816/000141036826040145/0001410368-26-040145-index.htm>
- N-PORT (fund B) — accession `0002071691-26-007547` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/932101/000207169126007547/0002071691-26-007547-index.htm>

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