# Portfolio overlap — GINGX vs MFSIX

Comparing **Goldman Sachs U.S. Equity ESG Fund** (2025-02-28) and **Madison Sustainable Equity Fund** (2025-01-31).

- Shared positions: 12
- Goldman Sachs U.S. Equity ESG Fund covered by Madison Sustainable Equity Fund: 0.3519369247663975241891042886
- Madison Sustainable Equity Fund covered by Goldman Sachs U.S. Equity ESG Fund: 0.3519369247663975241891042886

## Goldman Sachs U.S. Equity ESG Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.089362 | ✓ |
| MICROSOFT CORP | 0.063985 | ✓ |
| AMAZON.COM INC | 0.053480 | ✓ |
| NVIDIA CORP | 0.045419 |  |
| JPMORGAN CHASE and CO | 0.043589 | ✓ |
| PROCTER & GAMBLE | 0.031357 |  |
| WALMART INC | 0.030212 |  |
| MORGAN STANLEY | 0.029889 |  |
| MCDONALDS CORP | 0.028773 |  |
| AMERICAN EXPRESS CO | 0.028505 |  |
| AT&T INC | 0.027549 |  |
| LILLY ELI and CO | 0.026380 | ✓ |
| INTUITIVE SURGICAL INC | 0.025999 |  |
| BROADCOM INC | 0.025533 |  |
| NETFLIX INC | 0.024866 |  |
| ACCENTURE PLC CL A | 0.023509 | ✓ |
| DANAHER CORP | 0.023080 | ✓ |
| NEXTERA ENERGY INC | 0.022951 | ✓ |
| ROCKWELL AUTOMATION INC | 0.022524 |  |
| SALESFORCE INC | 0.022462 |  |
| STARBUCKS CORP | 0.022188 |  |
| GE VERNOVA LLC | 0.021540 |  |
| COOPER COS INC | 0.020342 |  |
| AMERICAN TOWER CORP | 0.019783 |  |
| BLACKROCK INC | 0.019622 | ✓ |
| LOWES COS INC | 0.019379 |  |
| SHERWIN WILLIAMS CO | 0.018904 |  |
| STEEL DYNAMICS INC | 0.018435 |  |
| XYLEM INC | 0.017084 |  |
| LINDE PLC | 0.016025 | ✓ |
| EATON CORP PLC | 0.015131 |  |
| TEXAS INSTRUMENTS INC | 0.014617 | ✓ |
| OLD DOMINION FRT | 0.014432 |  |
| UNITEDHEALTH GRP | 0.014400 | ✓ |
| DATADOG INC CL A | 0.013351 |  |
| ALPHABET INC CL A | 0.011680 |  |
| MERCK & CO | 0.010874 |  |
| MONEYMKT | 0.008628 |  |
| MICRON TECHNOLOGY INC | 0.007170 |  |
| MARVELL TECHNOLOGY INC | 0.006992 |  |

## Madison Sustainable Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| ALPHABET INC CL C | 0.075082 |  |
| MICROSOFT CORP | 0.074957 | ✓ |
| LILLY ELI and CO | 0.061617 | ✓ |
| COSTCO WHOLESALE CORP | 0.053545 |  |
| APPLE INC | 0.045136 | ✓ |
| AMAZON.COM INC | 0.044824 | ✓ |
| VISA INC-CLASS A | 0.044188 |  |
| JPMORGAN CHASE and CO | 0.037407 | ✓ |
| ORACLE CORP | 0.037115 |  |
| NEXTERA ENERGY INC | 0.036028 | ✓ |
| UNITEDHEALTH GRP | 0.033621 | ✓ |
| PROGRESSIVE CORP OHIO | 0.030793 |  |
| State Street Navigator Securities Lending Portfolio II | 0.029334 |  |
| ACCENTURE PLC CL A | 0.029116 | ✓ |
| TJX COS INC | 0.027775 |  |
| LINDE PLC | 0.027500 | ✓ |
| AGILENT TECHNOLOGIES INC | 0.026808 |  |
| US BANCORP DEL | 0.023705 |  |
| HOME DEPOT INC | 0.023336 |  |
| DANAHER CORP | 0.023081 | ✓ |
| QUALCOMM INC | 0.022299 |  |
| TEXAS INSTRUMENTS INC | 0.021960 | ✓ |
| ECOLAB INC | 0.021924 |  |
| BLACKROCK INC | 0.021501 | ✓ |
| EQUIFAX INC | 0.020326 |  |
| ANALOG DEVICES INC | 0.019274 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.018838 |  |
| TE CONNECTIVITY PLC | 0.018834 |  |
| SCHWAB CHARLES CORP | 0.018329 |  |
| ADOBE INC | 0.012389 |  |
| UNION PACIFIC CORP | 0.011972 |  |
| VERTEX PHARMACEUTICALS INC | 0.007384 |  |


## Sources

- N-PORT (fund A) — accession `0001752724-25-087324` (as of 2025-02-28)
  <https://www.sec.gov/Archives/edgar/data/822977/000175272425087324/0001752724-25-087324-index.htm>
- N-PORT (fund B) — accession `0001752724-25-065803` (as of 2025-01-31)
  <https://www.sec.gov/Archives/edgar/data/1040612/000175272425065803/0001752724-25-065803-index.htm>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_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._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_