# Portfolio overlap — PNORX vs SWLSX

Comparing **Putnam Sustainable Leaders Fund** (2026-03-31) and **Schwab Large-Cap Growth Fund** (2026-01-31).

- Shared positions: 20
- Putnam Sustainable Leaders Fund covered by Schwab Large-Cap Growth Fund: 0.5629919699003770386445251918
- Schwab Large-Cap Growth Fund covered by Putnam Sustainable Leaders Fund: 0.5629919699003770386445251919

## Putnam Sustainable Leaders Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| APPLE INC | 0.084343 | ✓ |
| NVIDIA CORP | 0.083914 | ✓ |
| ALPHABET INC CL A | 0.060857 | ✓ |
| AMAZON.COM INC | 0.051732 | ✓ |
| MICROSOFT CORP | 0.048287 | ✓ |
| BROADCOM INC | 0.038326 | ✓ |
| META PLATFORMS INC CL A | 0.027875 | ✓ |
| LILLY ELI and CO | 0.023854 | ✓ |
| JPMORGAN CHASE and CO | 0.023395 |  |
| VISA INC-CLASS A | 0.019705 | ✓ |
| MASTERCARD INC CL A | 0.018401 | ✓ |
| ABBVIE INC | 0.017745 | ✓ |
| NEXTERA ENERGY INC | 0.017436 |  |
| HOME DEPOT INC | 0.017099 | ✓ |
| TESLA INC | 0.016991 | ✓ |
| LINDE PLC | 0.016186 |  |
| BANK OF AMERICA CORPORATION | 0.015983 |  |
| ALLEGION PLC | 0.015651 |  |
| KEURIG DR PEPPER INC | 0.015553 |  |
| INGERSOLL RAND INC | 0.015374 |  |
| WALMART INC | 0.014353 | ✓ |
| NETFLIX INC | 0.013876 | ✓ |
| LAM RESEARCH CORP | 0.013769 | ✓ |
| CONSTELLATION ENERGY CORP | 0.013569 |  |
| THERMO FISHER SCIENTIFIC INC | 0.013507 |  |
| UNILEVER PLC | 0.012807 |  |
| BAKER HUGHES CO | 0.012784 |  |
| ROPER TECHNOLOGIES INC | 0.012682 |  |
| CAPITAL ONE FINANCIAL CORP | 0.012260 |  |
| COSTCO WHOLESALE CORP | 0.011999 | ✓ |
| KKR & CO INC | 0.011797 |  |
| FORTIVE CORP | 0.011118 |  |
| TRANE TECHNOLOGIES PLC | 0.010765 |  |
| DR HORTON INC | 0.010672 |  |
| ADV MICRO DEVICE | 0.010501 | ✓ |
| ASML HOLDING-NY | 0.010067 |  |
| UNITED RENTALS INC | 0.009949 |  |
| ASTRAZENECA PLC | 0.009922 |  |
| DANONE SA | 0.009623 |  |
| PROLOGIS INC REIT | 0.009470 |  |
| CANADIAN PACIFIC KANSAS CITY LTD | 0.008800 |  |
| OCCIDENTAL PETROLEUM CORP | 0.008358 |  |
| BOSTON SCIENTIFIC CORP | 0.008341 | ✓ |
| AON PLC | 0.008110 |  |
| WALT DISNEY CO/T | 0.008012 |  |
| BECTON DICKINSON and CO | 0.008003 |  |
| CADENCE DESIGN SYSTEMS INC | 0.007998 | ✓ |
| VALERO ENERGY CORP | 0.007781 |  |
| HONEYWELL INTL INC | 0.007474 |  |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 0.007207 |  |

## Schwab Large-Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.105096 | ✓ |
| APPLE INC | 0.082352 | ✓ |
| ALPHABET INC CL A | 0.076895 | ✓ |
| MICROSOFT CORP | 0.072885 | ✓ |
| BROADCOM INC | 0.056356 | ✓ |
| AMAZON.COM INC | 0.053610 | ✓ |
| META PLATFORMS INC CL A | 0.052145 | ✓ |
| LILLY ELI and CO | 0.032816 | ✓ |
| TESLA INC | 0.031366 | ✓ |
| VISA INC-CLASS A | 0.017293 | ✓ |
| LAM RESEARCH CORP | 0.017205 | ✓ |
| ABBVIE INC | 0.016018 | ✓ |
| AMPHENOL CORPORATION CL A | 0.015837 |  |
| NETFLIX INC | 0.015354 | ✓ |
| GENERAL ELECTRIC CO | 0.014415 |  |
| ADV MICRO DEVICE | 0.014276 | ✓ |
| COSTCO WHOLESALE CORP | 0.014174 | ✓ |
| ARISTA NETWORKS INC | 0.013964 |  |
| MASTERCARD INC CL A | 0.013643 | ✓ |
| PALO ALTO NETWORKS INC | 0.013123 |  |
| HOME DEPOT INC | 0.012078 | ✓ |
| CATERPILLAR INC | 0.011930 |  |
| AMERICAN EXPRESS CO | 0.011049 |  |
| INTUIT INC | 0.010727 |  |
| PHILIP MORRIS INTL INC | 0.010517 |  |
| PARKER HANNIFIN CORP | 0.010253 |  |
| TJX COS INC | 0.010101 |  |
| CROWDSTRIKE HOLDINGS INC | 0.009596 |  |
| GE VERNOVA LLC | 0.008844 |  |
| VERTIV HOLDINGS CO | 0.008841 |  |
| PALANTIR TECHNOLOGIES INC | 0.008835 |  |
| INTUITIVE SURGICAL INC | 0.008587 |  |
| SYNOPSYS INC | 0.008175 |  |
| THE BOOKING HOLDINGS INC | 0.008015 |  |
| QUANTA SVCS INC | 0.007998 |  |
| BOSTON SCIENTIFIC CORP | 0.007910 | ✓ |
| INTL BUS MACH CORP | 0.007263 |  |
| UBER TECHNOLOGIES INC | 0.007184 |  |
| DATADOG INC CL A | 0.007018 |  |
| INTERACTIVE BROKERS GROUP INC | 0.006615 |  |
| SERVICENOW INC | 0.006589 |  |
| KLA CORP | 0.006305 |  |
| CADENCE DESIGN SYSTEMS INC | 0.006029 | ✓ |
| VERTEX PHARMACEUTICALS INC | 0.005848 |  |
| ORACLE CORP | 0.005716 |  |
| WALMART INC | 0.005690 | ✓ |
| DOORDASH INC-A | 0.005354 |  |
| CITIGROUP INC | 0.005070 |  |
| O'REILLY AUTOMOTIVE INC | 0.004989 |  |
| TEXAS INSTRUMENTS INC | 0.004854 |  |


## Sources

- N-PORT (fund A) — accession `0002071691-26-012223` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/865177/000207169126012223/0002071691-26-012223-index.htm>
- N-PORT (fund B) — accession `0001410368-26-030040` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/904333/000141036826030040/0001410368-26-030040-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/>_