# Portfolio overlap — KLGIX vs POGAX

Comparing **NYLI WMC Growth Fund** (2026-01-31) and **Putnam Large Cap Growth Fund** (2026-01-31).

- Shared positions: 24
- NYLI WMC Growth Fund covered by Putnam Large Cap Growth Fund: 0.6435631300272111862126754337
- Putnam Large Cap Growth Fund covered by NYLI WMC Growth Fund: 0.6435631300272111862126754336

## NYLI WMC Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.116929 | ✓ |
| ALPHABET INC CL C | 0.079834 | ✓ |
| MICROSOFT CORP | 0.070040 | ✓ |
| BROADCOM INC | 0.057759 | ✓ |
| AMAZON.COM INC | 0.056370 | ✓ |
| LILLY ELI and CO | 0.047840 | ✓ |
| APPLE INC | 0.045635 | ✓ |
| META PLATFORMS INC CL A | 0.039989 | ✓ |
| MASTERCARD INC CL A | 0.031911 | ✓ |
| TESLA INC | 0.028834 | ✓ |
| WELLTOWER INC | 0.021153 |  |
| NETFLIX INC | 0.019637 | ✓ |
| ASML HOLDING-NY | 0.019529 |  |
| STRYKER CORP | 0.018393 |  |
| GENERAL ELECTRIC CO | 0.018249 | ✓ |
| KLA CORP | 0.016675 |  |
| ANALOG DEVICES INC | 0.015341 |  |
| ARISTA NETWORKS INC | 0.015195 | ✓ |
| INTUITIVE SURGICAL INC | 0.013185 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.012086 | ✓ |
| FASTENAL CO | 0.011922 |  |
| INTUIT INC | 0.011840 |  |
| CADENCE DESIGN SYSTEMS INC | 0.011416 | ✓ |
| DOORDASH INC-A | 0.011275 |  |
| HILTON WORLDWIDE HOLDINGS INC | 0.010996 | ✓ |
| HOME DEPOT INC | 0.010717 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.010577 |  |
| S&P GLOBAL INC | 0.010523 |  |
| MONOLITHIC POWER SYS INC | 0.010406 |  |
| UBER TECHNOLOGIES INC | 0.010360 |  |
| WASTE CONNECTIONS INC | 0.010127 | ✓ |
| IDEXX LABS INC | 0.008628 | ✓ |
| KKR & CO INC | 0.008479 |  |
| AXON ENTERPRISE INC | 0.008295 |  |
| VISA INC-CLASS A | 0.008230 | ✓ |
| TRANSUNION | 0.008154 |  |
| NASDAQ INC | 0.008154 | ✓ |
| NATERA INC | 0.008115 |  |
| SERVICENOW INC | 0.008099 | ✓ |
| SHOPIFY INC CL A | 0.008055 |  |
| TJX COS INC | 0.008026 |  |
| THERMO FISHER SCIENTIFIC INC | 0.007600 |  |
| MSCI INC | 0.007331 |  |
| GOLDMAN SACHS GROUP INC | 0.006600 |  |
| TRADEWEB MARKETS INC A | 0.005557 |  |
| UNITY SOFTWARE INC | 0.005455 |  |
| HUBSPOT INC | 0.005358 |  |
| GE VERNOVA LLC | 0.003067 | ✓ |
| CORPAY INC | 0.002478 |  |
| FIGMA INC-CL A | 0.002272 |  |

## 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 `0002071691-26-006912` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1469192/000207169126006912/0002071691-26-006912-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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