# Portfolio overlap — ESEIX vs LRGG

Comparing **Eaton Vance Atlanta Capital Select Equity Fund** (2026-03-31) and **Nomura Focused Large Growth ETF** (2026-03-31).

- Shared positions: 7
- Eaton Vance Atlanta Capital Select Equity Fund covered by Nomura Focused Large Growth ETF: 0.2344538433141882487679519216
- Nomura Focused Large Growth ETF covered by Eaton Vance Atlanta Capital Select Equity Fund: 0.2344538433141882487679519217

## Eaton Vance Atlanta Capital Select Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| TJX COS INC | 0.069755 |  |
| ALPHABET INC CL C | 0.063115 | ✓ |
| MARTIN MAR MTLS | 0.052688 |  |
| VISA INC-CLASS A | 0.051801 | ✓ |
| ROSS STORES INC | 0.050012 |  |
| MARKEL GROUP INC | 0.047918 |  |
| CDW CORPORATION | 0.047221 |  |
| GODADDY INC CL A | 0.040983 |  |
| S&P GLOBAL INC | 0.039369 | ✓ |
| WHITE MOUNTAINS INS GROUP LTD | 0.039277 |  |
| TRANSUNION | 0.038515 |  |
| THERMO FISHER SCIENTIFIC INC | 0.037866 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.036883 | ✓ |
| STERIS PLC | 0.036868 |  |
| AUTODESK INC | 0.034888 |  |
| TRIMBLE INC | 0.033392 |  |
| AMETEK INC NEW | 0.032443 |  |
| EQUIFAX INC | 0.031358 |  |
| DANAHER CORP | 0.026367 | ✓ |
| SHERWIN WILLIAMS CO | 0.025046 |  |
| CARLISLE COS INC | 0.024891 |  |
| O'REILLY AUTOMOTIVE INC | 0.024417 |  |
| VERISK ANALYTICS INC | 0.022594 | ✓ |
| BROADRIDGE FINL | 0.022365 |  |
| MSILF-GOVT-INS | 0.016829 |  |
| TYLER TECHNOLOGIES INC | 0.011944 |  |
| LPL FINL HLDGS INC | 0.010859 |  |
| ZOETIS INC CL A | 0.010339 |  |
| MSCI INC | 0.010079 | ✓ |
| THE BOOKING HOLDINGS INC | 0.009920 |  |

## Nomura Focused Large Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.150870 |  |
| MICROSOFT CORP | 0.117253 |  |
| APPLE INC | 0.087509 |  |
| AMAZON.COM INC | 0.056349 |  |
| ALPHABET INC CL C | 0.052650 | ✓ |
| VISA INC-CLASS A | 0.047051 | ✓ |
| DANAHER CORP | 0.046676 | ✓ |
| VERISK ANALYTICS INC | 0.045551 | ✓ |
| INTERCONTINENTAL EXCHANGE INC | 0.044967 | ✓ |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.041588 |  |
| S&P GLOBAL INC | 0.038830 | ✓ |
| WASTE CONNECTIONS INC | 0.036763 |  |
| MOTOROLA SOLUTIONS INC | 0.036312 |  |
| MASTERCARD INC CL A | 0.032628 |  |
| FERRARI NV | 0.032015 |  |
| MSCI INC | 0.025763 | ✓ |
| INTUIT INC | 0.024590 |  |
| VEEVA SYSTEMS-A | 0.024285 |  |
| SYNOPSYS INC | 0.019548 |  |
| COCA-COLA CO/THE | 0.017485 |  |
| COSTAR GROUP INC | 0.017422 |  |
| Invesco Government & Agency Portfolio, Institutional Class | 0.003894 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050771` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/102816/000141036826050771/0001410368-26-050771-index.htm>
- N-PORT (fund B) — accession `0002071691-26-012294` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1969995/000207169126012294/0002071691-26-012294-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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