# Portfolio overlap — MITBX vs DTCAX

Comparing **Massachusetts Investors Trust** (2026-03-31) and **BNY Mellon Sustainable U.S. Equity Fund, Inc.** (2026-02-28).

- Shared positions: 23
- Massachusetts Investors Trust covered by BNY Mellon Sustainable U.S. Equity Fund, Inc.: 0.4976046792022092396799698087
- BNY Mellon Sustainable U.S. Equity Fund, Inc. covered by Massachusetts Investors Trust: 0.4976046792022092396799698087

## Massachusetts Investors Trust — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.066873 | ✓ |
| APPLE INC | 0.064087 | ✓ |
| MICROSOFT CORP | 0.062005 | ✓ |
| ALPHABET INC CL A | 0.055930 | ✓ |
| AMAZON.COM INC | 0.045923 | ✓ |
| META PLATFORMS INC CL A | 0.029150 |  |
| JPMORGAN CHASE and CO | 0.027035 | ✓ |
| CONOCOPHILLIPS | 0.019517 |  |
| LAM RESEARCH CORP | 0.019064 |  |
| GOLDMAN SACHS GROUP INC | 0.018140 | ✓ |
| VISA INC-CLASS A | 0.017963 |  |
| EXXON MOBIL CORP | 0.017954 |  |
| RTX CORP | 0.017581 |  |
| MASTERCARD INC CL A | 0.017049 | ✓ |
| CHUBB LTD | 0.016731 |  |
| LINDE PLC | 0.016416 | ✓ |
| PROCTER & GAMBLE | 0.015242 |  |
| CME GROUP INC CL A | 0.014992 | ✓ |
| ANALOG DEVICES INC | 0.014730 |  |
| XCEL ENERGY INC | 0.014446 |  |
| EMERSON ELECTRIC CO | 0.014267 | ✓ |
| MEDTRONIC PLC | 0.014097 |  |
| COSTCO WHOLESALE CORP | 0.013850 | ✓ |
| KLA CORP | 0.013679 |  |
| THERMO FISHER SCIENTIFIC INC | 0.013625 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.012691 |  |
| EATON CORP PLC | 0.012672 |  |
| HOWMET AEROSPACE INC | 0.012290 | ✓ |
| AON PLC | 0.012045 | ✓ |
| AMPHENOL CORPORATION CL A | 0.011997 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.011921 |  |
| STERIS PLC | 0.011777 |  |
| THE CIGNA GROUP | 0.011086 |  |
| ALLEGION PLC | 0.010859 |  |
| ARISTA NETWORKS INC | 0.010661 |  |
| TJX COS INC | 0.010608 |  |
| TE CONNECTIVITY PLC | 0.010428 | ✓ |
| ARAMARK | 0.010263 |  |
| TEXAS INSTRUMENTS INC | 0.010242 | ✓ |
| WASTE MANAGEMENT INC | 0.010058 | ✓ |
| CHECK POINT SOFTWARE TECHS LTD | 0.009924 |  |
| HUBBELL INC | 0.008999 | ✓ |
| SOUTHERN CO | 0.008592 |  |
| SALESFORCE INC | 0.008550 |  |
| AMETEK INC NEW | 0.008449 |  |
| ABBOTT LABS | 0.008273 |  |
| WILLIS TOWERS WATSON PLC | 0.008179 |  |
| COLGATE-PALMOLIVE CO | 0.008083 |  |
| NASDAQ INC | 0.007685 |  |
| BJS WHSL CLUB HLDGS INC | 0.007625 |  |

## BNY Mellon Sustainable U.S. Equity Fund, Inc. — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.092731 | ✓ |
| APPLE INC | 0.069643 | ✓ |
| MICROSOFT CORP | 0.060536 | ✓ |
| ALPHABET INC CL A | 0.054389 | ✓ |
| AMAZON.COM INC | 0.041457 | ✓ |
| COSTCO WHOLESALE CORP | 0.026136 | ✓ |
| MICRON TECHNOLOGY INC | 0.026036 |  |
| GOLDMAN SACHS GROUP INC | 0.025375 | ✓ |
| WALMART INC | 0.024720 |  |
| JPMORGAN CHASE and CO | 0.024518 | ✓ |
| GE VERNOVA LLC | 0.024341 |  |
| INGERSOLL RAND INC | 0.020435 |  |
| HUBBELL INC | 0.020064 | ✓ |
| CONSTELLATION ENERGY CORP | 0.019695 |  |
| HOWMET AEROSPACE INC | 0.019141 | ✓ |
| MASTERCARD INC CL A | 0.019131 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.017830 | ✓ |
| NEXTERA ENERGY INC | 0.017503 |  |
| GILEAD SCIENCES INC | 0.017369 | ✓ |
| CME GROUP INC CL A | 0.017081 | ✓ |
| ABBVIE INC | 0.016929 |  |
| TEXAS INSTRUMENTS INC | 0.016463 | ✓ |
| FIRST HORIZON CORP | 0.016443 |  |
| TE CONNECTIVITY PLC | 0.016305 | ✓ |
| ESTEE LAUDER COS INC CL A | 0.016146 |  |
| THERMO FISHER SCIENTIFIC INC | 0.014950 | ✓ |
| EMERSON ELECTRIC CO | 0.014537 | ✓ |
| UNITEDHEALTH GRP | 0.013834 |  |
| TRANE TECHNOLOGIES PLC | 0.013617 |  |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.013240 |  |
| ASSURANT INC | 0.012860 |  |
| DARLING INGREDIENTS INC | 0.012672 |  |
| WASTE MANAGEMENT INC | 0.012479 | ✓ |
| CROWN HOLDINGS INC | 0.012192 |  |
| BANK OF AMERICA CORPORATION | 0.012100 | ✓ |
| EDWARDS LIFESCIENCES CORP | 0.012036 |  |
| AECOM | 0.011923 |  |
| LINDE PLC | 0.011817 | ✓ |
| IDEXX LABS INC | 0.011604 |  |
| INTL PAPER CO | 0.011122 |  |
| AON PLC | 0.011101 | ✓ |
| VERALTO CORP | 0.010363 | ✓ |
| INTUIT INC | 0.009820 |  |
| CARRIER GLOBAL CORP | 0.009789 |  |
| SYNOPSYS INC | 0.008982 |  |
| ALCON INC | 0.008914 |  |
| FIFTH THIRD BANCORP | 0.007426 |  |
| SERVICENOW INC | 0.007092 |  |
| BENTLEY SYSTEM-B | 0.006929 |  |
| ORACLE CORP | 0.004592 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050728` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/63091/000141036826050728/0001410368-26-050728-index.htm>
- N-PORT (fund B) — accession `0000940400-26-014314` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/30167/000094040026014314/0000940400-26-014314-index.htm>

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