# Portfolio overlap — TMDPX vs WFEIX

Comparing **AMG TimesSquare Mid Cap Growth Fund** (2026-03-31) and **Allspring Mid Cap Growth Fund** (2026-03-31).

- Shared positions: 16
- AMG TimesSquare Mid Cap Growth Fund covered by Allspring Mid Cap Growth Fund: 0.2597319554227933530499228730
- Allspring Mid Cap Growth Fund covered by AMG TimesSquare Mid Cap Growth Fund: 0.2597319554227933530499228731

## AMG TimesSquare Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| EMCOR GROUP INC | 0.036823 |  |
| MONOLITHIC POWER SYS INC | 0.036093 | ✓ |
| CENCORA INC | 0.031501 | ✓ |
| CURTISS WRIGHT CORPORATION | 0.026820 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.026803 | ✓ |
| CHENIERE ENERGY INC | 0.025680 |  |
| COMFORT SYSTEMS USA INC | 0.024602 | ✓ |
| INTERACTIVE BROKERS GROUP INC | 0.023211 |  |
| INSMED INC | 0.022918 |  |
| IDEXX LABS INC | 0.022042 | ✓ |
| ROSS STORES INC | 0.021998 |  |
| LATTICE SEMICONDUCTOR CORP | 0.021025 |  |
| AXON ENTERPRISE INC | 0.020964 | ✓ |
| TARGA RESOURCES CORP | 0.020712 |  |
| O'REILLY AUTOMOTIVE INC | 0.019863 |  |
| PALO ALTO NETWORKS INC | 0.019531 |  |
| KARMAN HOLDINGS INC | 0.019430 |  |
| NRG ENERGY INC | 0.018307 |  |
| JFROG LTD | 0.017452 |  |
| VEEVA SYSTEMS-A | 0.016646 |  |
| PERFORMANCE FOOD GROUP CO | 0.016278 |  |
| MKS INSTRUMENTS INC | 0.016159 |  |
| TRACTOR SUPPLY CO. | 0.015630 |  |
| VERISK ANALYTICS INC | 0.015103 |  |
| CBRE GROUP INC - CL A | 0.014999 |  |
| ARGENX SE SPONSORED ADR | 0.014543 | ✓ |
| TAKE-TWO INTERACTV SOFTWR INC | 0.014462 |  |
| CINTAS CORP | 0.014422 | ✓ |
| TimesSquare Quality Mid Cap Growth ETF | 0.014349 |  |
| REGAL REXNORD CORP | 0.014065 |  |
| VERTIV HOLDINGS CO | 0.013578 | ✓ |
| DOORDASH INC-A | 0.013249 | ✓ |
| Dreyfus Instl Resv PFD GOVT INSTL | 0.012706 |  |
| EVERCORE INC A | 0.011881 |  |
| GFL ENVIRONM-SUB | 0.011592 |  |
| TPG INC | 0.011555 |  |
| DYNATRACE INC | 0.011069 |  |
| AMETEK INC NEW | 0.011049 |  |
| TRIMBLE INC | 0.010839 |  |
| CASEY'S GENERAL | 0.010683 |  |
| FAIR ISAAC CORP | 0.010375 | ✓ |
| ESAB CORP | 0.010218 |  |
| CAMECO CORP | 0.010151 |  |
| MARTIN MAR MTLS | 0.010028 |  |
| SAMSARA INC-CL A | 0.009720 |  |
| BJS WHSL CLUB HLDGS INC | 0.009650 |  |
| TYLER TECHNOLOGIES INC | 0.009033 |  |
| LIVE NATION ENTERTAINMENT INC | 0.008829 | ✓ |
| MARVELL TECHNOLOGY INC | 0.008674 |  |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 0.008660 |  |

## Allspring Mid Cap Growth Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VERTIV HOLDINGS CO | 0.049677 | ✓ |
| QUANTA SVCS INC | 0.041451 |  |
| CLOUDFLARE INC-A | 0.035267 |  |
| VISTRA CORP | 0.033551 |  |
| CENCORA INC | 0.032215 | ✓ |
| MARRIOTT INTL-A | 0.031384 |  |
| VIKING HOLDINGS LTD | 0.030626 |  |
| LIVE NATION ENTERTAINMENT INC | 0.029329 | ✓ |
| MONOLITHIC POWER SYS INC | 0.028061 | ✓ |
| AXON ENTERPRISE INC | 0.027456 | ✓ |
| CARPENTER TECHNOLOGY CORP | 0.026599 | ✓ |
| BURLINGTON STORES INC | 0.025907 |  |
| RBC BEARINGS INC | 0.025241 |  |
| IDEXX LABS INC | 0.024801 | ✓ |
| CARVANA CO CL A | 0.024446 |  |
| ALNYLAM PHARMACEUTICALS INC | 0.023589 |  |
| CURTISS WRIGHT CORPORATION | 0.022750 | ✓ |
| COMFORT SYSTEMS USA INC | 0.022352 | ✓ |
| APPLIED INDU TEC | 0.022180 |  |
| TKO GROUP HOLDINGS INC | 0.021997 |  |
| ROBLOX CORP - A | 0.021113 |  |
| NATERA INC | 0.021033 |  |
| HOWMET AEROSPACE INC | 0.018239 |  |
| FERRARI NV | 0.018205 |  |
| ALLSPRING GOVERNMENT MONEY MAR | 0.017878 |  |
| RB GLOBAL INC | 0.017220 |  |
| CONSTRUCTION PARTNERS INC CL A | 0.016900 |  |
| MERCADOLIBRE INC | 0.016848 |  |
| VIAVI SOLUTIONS INC | 0.016605 |  |
| FAIR ISAAC CORP | 0.016526 | ✓ |
| UL SOLUTIONS INC CL A | 0.015898 |  |
| TEVA PHARMACEUTICAL IND ADR | 0.015807 |  |
| EDWARDS LIFESCIENCES CORP | 0.014665 |  |
| SAIA INC | 0.014204 |  |
| DOORDASH INC-A | 0.013708 | ✓ |
| TELEDYNE TECHNOLOGIES INC | 0.012922 |  |
| PULTEGROUP INC | 0.011861 |  |
| ENTEGRIS INC | 0.011796 |  |
| AFFIRM HOLDINGS INC | 0.011663 |  |
| REPLIGEN CORP | 0.010850 | ✓ |
| ROBINHOOD MARKETS INC | 0.010796 | ✓ |
| GUIDEWIRE SOFTWARE INC | 0.010696 |  |
| RADNET INC | 0.010626 |  |
| GUARDANT HEALTH INC | 0.010223 |  |
| CINTAS CORP | 0.010204 | ✓ |
| HYATT HOTELS CORP CL A | 0.010024 |  |
| ARGENX SE SPONSORED ADR | 0.009694 | ✓ |
| SPOTIFY TECHNOLOGY SA | 0.009359 |  |
| APPLOVIN CORP | 0.009038 |  |
| MONGODB INC CL A | 0.008743 |  |


## Sources

- N-PORT (fund A) — accession `0000940400-26-022961` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1089951/000094040026022961/0000940400-26-022961-index.htm>
- N-PORT (fund B) — accession `0001410368-26-052368` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1081400/000141036826052368/0001410368-26-052368-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/>_