Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
AFNAX vs SWDSX
Shared holdings
23
AFNAX covered by SWDSX
36.65%
SWDSX covered by AFNAX
36.65%
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.
AFNAX (Dec. 31, 2025)
| Security | Weight | |
|---|---|---|
| LILLY ELI and CO | 5.65% | |
| JOHNSON&JOHNSON | 5.27% | |
| BROADCOM INC | 5.11% | |
| ABBVIE INC | 4.62% | |
| MICROSOFT CORP | 4.56% | |
| TRAVELERS COS IN | 3.57% | |
| JPMORGAN CHASE and CO | 3.21% | |
| WILLIAMS COS INC | 2.93% | |
| PROCTER & GAMBLE | 2.92% | |
| NEXTERA ENERGY INC | 2.78% | |
| MCDONALDS CORP | 2.67% | |
| MONDELEZ INTL INC | 2.53% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 2.42% | |
| HOME DEPOT INC | 2.16% | |
| CHEVRON CORP | 2.15% | |
| EXXON MOBIL CORP | 2.07% | |
| PNC FINANCIAL SERVICES GRP INC | 2.04% | |
| GENERAL DYNAMICS CORPORATION | 2.03% | |
| MONEYMKT | 2.02% | |
| AUTOMATIC DATA PROCESSING INC | 1.88% | |
| TE CONNECTIVITY | 1.83% | |
| ACCENTURE PLC-A | 1.82% | |
| VICI PROPERTIES | 1.82% | |
| EATON CORP PLC | 1.80% | |
| CISCO SYSTEMS INC | 1.75% | |
| HARTFORD INSURANCE GROUP INC/THE | 1.75% | |
| PPL CORPORATION | 1.70% | |
| UNITEDHEALTH GRP | 1.68% | |
| SEMPRA ENERGY | 1.68% | |
| AVALONBAY COMMUNITIES INC REIT | 1.55% | |
| LOCKHEED MARTIN CORP | 1.55% | |
| CME GROUP INC CL A | 1.52% | |
| PEPSICO INC | 1.37% | |
| WEC ENERGY GROUP INC | 1.35% | |
| PAYCHEX INC | 1.28% | |
| CORNING INC | 1.28% | |
| MARSH & MCLENNAN | 1.27% | |
| TARGA RESOURCES CORP | 1.19% | |
| ILLINOIS TOOL WORKS INC | 1.13% | |
| RTX CORP | 1.06% | |
| APOLLO GLOBAL MANAGEMENT INC | 1.06% | |
| KINDER MORGAN INC | 0.92% | |
| DARDEN RESTAURANTS INC | 0.75% | |
| ONEOK INC | 0.75% | |
| PHILIP MORRIS INTL INC | 0.68% | |
| UNION PACIFIC CORP | 0.65% | |
| FASTENAL CO | 0.61% | |
| TEXAS INSTRUMENTS INC | 0.60% | |
| LINDE PLC | 0.51% | |
| GARMIN LTD | 0.49% |
SWDSX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| MORGAN STANLEY | 3.87% | |
| JPMORGAN CHASE and CO | 3.73% | |
| WALMART INC | 3.59% | |
| EXXON MOBIL CORP | 3.45% | |
| BROADCOM INC | 3.23% | |
| PHILIP MORRIS INTL INC | 3.07% | |
| COCA-COLA CO/THE | 2.98% | |
| LOCKHEED MARTIN CORP | 2.79% | |
| INTL BUS MACH CORP | 2.74% | |
| JOHNSON&JOHNSON | 2.67% | |
| BLACKROCK INC | 2.55% | |
| MICROSOFT CORP | 2.52% | |
| DUKE ENERGY CORP NEW | 2.52% | |
| ALPHABET INC CL A | 2.47% | |
| CHEVRON CORP | 2.45% | |
| ABBVIE INC | 2.18% | |
| PROCTER & GAMBLE | 2.03% | |
| MCDONALDS CORP | 2.00% | |
| VERIZON COMMUNICATIONS INC | 1.99% | |
| PARKER HANNIFIN CORP | 1.98% | |
| TJX COS INC | 1.95% | |
| CISCO SYSTEMS INC | 1.91% | |
| BANK OF AMERICA CORPORATION | 1.86% | |
| HOME DEPOT INC | 1.84% | |
| NEXTERA ENERGY INC | 1.43% | |
| MEDTRONIC PLC | 1.42% | |
| RTX CORP | 1.41% | |
| FIDELITY NATL INFORM SVCS INC | 1.39% | |
| VISA INC-CLASS A | 1.31% | |
| ALLSTATE CORPORATION | 1.30% | |
| KINDER MORGAN INC | 1.29% | |
| ABBOTT LABS | 1.28% | |
| PNC FINANCIAL SERVICES GRP INC | 1.27% | |
| COMCAST CORP CL A | 1.26% | |
| ELEVANCE HEALTH INC | 1.13% | |
| PUBLIC STORAGE | 1.12% | |
| APPLE INC | 1.10% | |
| EOG RESOURCES INC | 1.09% | |
| TRUIST FINL CORP | 1.09% | |
| CATERPILLAR INC | 1.07% | |
| TEXAS INSTRUMENTS INC | 1.05% | |
| BECTON DICKINSON and CO | 1.03% | |
| EVERSOURCE ENERGY | 0.90% | |
| MERCK & CO | 0.90% | |
| FASTENAL CO | 0.87% | |
| ACCENTURE PLC CL A | 0.86% | |
| ALTRIA GROUP INC | 0.86% | |
| GENERAL DYNAMICS CORPORATION | 0.86% | |
| PROGRESSIVE CORP OHIO | 0.85% | |
| LAMAR ADVERTISING CO CL A | 0.84% |
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