Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

AATIX vs AASMX

Shared holdings
8
AATIX covered by AASMX
8.30%
AASMX covered by AATIX
8.30%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

AATIX (March 31, 2026)

SecurityWeight
RAYONIER INC REIT4.60%
APTIV PLC3.03%
AMENTUM HOLDINGS INC2.81%
MONEY MARKET FUND2.73%
MIDDLEBY CORP2.56%
CRANE NXT CO2.35%
UGI CORP NEW2.23%
SOLSTICE ADV MAT2.13%
Amrize Ltd. USD0.012.08%
API GROUP CORP1.90%
FORTIVE CORP1.85%
PROG HOLDINGS INC1.80%
GPGI INC1.80%
ATMUS FILTRATION TECHNOLOGIES INC1.78%
MILLROSE PROPERTIES INC1.73%
GCI LIBERTY INC. - CL C1.69%
EVERUS CONSTRUCTION GROUP INC1.67%
VONTIER CORP W/I1.66%
VIPER ENERGY INC A1.59%
NPK INTERNATIONAL INC1.56%
AEBI SCHMIDT HOLDING AG COMMON STOCK USD1.01.53%
PHINIA INC1.53%
VERSANT MEDIA GROUP INC - A1.50%
ENCOMPASS HEALTH CORP1.49%
ARAMARK1.44%
ENOVIS CORP1.38%
CONCENTRA GROUP HOLDINGS PARENT INC1.37%
DUPONT DE NEMOURS INC1.35%
ARCOSA INC1.34%
FORTUNE BRANDS INNOVATIONS INC1.33%
ATLANTA BRAVES HOLDINGS INC1.30%
HOULIHAN LOKEY I1.27%
CRANE CO1.27%
Nomad Foods Ltd. USD ORD SHS1.23%
MARRIOTT VACATIONS WORLD1.23%
DT MIDSTREAM INC1.19%
V2X INC1.16%
DECKERS OUTDOOR CORP1.16%
VIAD CORP1.12%
CHURCHILL DOWNS INC1.06%
MAGNERA CORP1.04%
NORTHWESTERN ENERGY GROUP INC1.03%
PUBLIC POLICY HO0.98%
EZCORP INC CL A NON VTG0.93%
DIAMONDROCK HOSPITALITY CO0.91%
WILEY JOHN&SON-A0.86%
QNITY ELECTRONICS INC0.86%
BRIDGEWATER BANCSHARES INC0.82%
RAYMOND JAMES FINANCIAL INC.0.80%
FRONTDOOR INC0.78%

AASMX (Jan. 30, 2026)

SecurityWeight
State Street Navigator Securities Lending Portfolio II2.63%
TURNING POINT BRANDS INC2.18%
MOOG INC-CLASS A2.11%
SharkNinja Inc2.09%
TTM TECHNOLOGIES INC1.95%
LITTELFUSE INC1.82%
TRIUMPH FINANCIAL INC1.73%
SANFILIPPO (JOHN B) and SON INC.1.59%
BARRETT BUS SVCS1.56%
PEGASYSTEMS INC1.55%
BWX TECHNOLOGIES INC1.52%
DONNELLEY FINANCIAL SOLUTIONS INC1.52%
TECHNIPFMC PLC1.50%
FEDERAL AGRI MTG NON VTG CL C1.50%
WINTRUST FINL1.48%
ICF INTERNATIONAL INC1.48%
TERRENO REALTY CORP1.48%
OLD REPUBLIC INTL CORP1.44%
HELIOS TECHNOLOGIES INC1.42%
PENUMBRA INC1.40%
ASHLAND INC1.40%
CONCENTRA GROUP HOLDINGS PARENT INC1.40%
GREIF INC-CL A1.39%
SILICON LABS1.38%
ADMA BIOLOGICS INC1.37%
FABRINET1.37%
Badger Infrastructure Solutions, Ltd.1.35%
Ivanhoe Mines, Ltd.1.35%
ICU MEDICAL INC1.33%
BOOT BARN HOLDINGS INC1.32%
JFROG LTD1.31%
SPIRE INC1.30%
Thrivent Cash Management Trust1.29%
TEXAS ROADHOUSE INC1.27%
PLEXUS CORP1.26%
KORN FERRY1.26%
ENCOMPASS HEALTH CORP1.25%
iShares Semiconductor ETF1.25%
MEDPACE HOLDINGS INC1.24%
ONTO INNOVATION INC1.22%
OLD NATL BANCORP1.19%
ALLY FINANCIAL INC1.19%
PORTLAND GENERAL ELECTRIC CO1.19%
HOULIHAN LOKEY I1.17%
BUILD A BEAR WORKSHOP INC1.17%
ELEMENT SOLUTIONS INC1.16%
REPLIGEN CORP1.14%
ATLANTIC UNION B1.14%
TWIST BIOSCIENCE CORP1.14%
UFP TECHNOLOGIES INC1.13%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.