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AFVZX vs WSEFX

Shared holdings
14
AFVZX covered by WSEFX
27.47%
WSEFX covered by AFVZX
27.47%

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.

AFVZX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A3.97%
APPLIED MATERIALS INC3.88%
KLA CORP3.80%
CISCO SYSTEMS INC3.68%
APPLE INC3.63%
MICROSOFT CORP2.82%
META PLATFORMS INC CL A2.72%
ORACLE CORP2.70%
HP INC2.65%
INTL BUS MACH CORP2.62%
WALT DISNEY CO/T2.61%
VERIZON COMMUNICATIONS INC2.56%
QUANTA SVCS INC2.49%
ROPER TECHNOLOGIES INC2.33%
ADOBE INC2.28%
DR HORTON INC2.16%
BANK OF AMERICA CORPORATION2.11%
VALERO ENERGY CORP2.07%
DARDEN RESTAURANTS INC2.04%
JPMORGAN CHASE and CO2.04%
CUMMINS INC2.03%
MARRIOTT INTL-A2.00%
TRAVELERS COS IN2.00%
METLIFE INC1.96%
LOWES COS INC1.96%
WESTINGHOUSE AIR BRAKE TECH CORP1.95%
UNITED RENTALS INC1.95%
MASTERCARD INC CL A1.81%
AMERIPRISE FINANCIAL INC1.80%
CONOCOPHILLIPS1.76%
UNION PACIFIC CORP1.75%
CBRE GROUP INC - CL A1.68%
APTIV PLC1.57%
TARGET CORP1.38%
TYSON FOODS INC CL A1.37%
KEURIG DR PEPPER INC1.36%
CVS HEALTH CORP1.35%
INCYTE CORP1.28%
DTE ENERGY CO1.22%
STEEL DYNAMICS INC1.21%
REGENERON PHARMACEUTICALS INC1.21%
CONSTELLATION BRANDS INC CL A1.21%
FISERV INC1.17%
MERCK & CO1.12%
PUB SERV ENTERP1.11%
MCKESSON CORP1.08%
THERMO FISHER SCIENTIFIC INC1.08%
DANAHER CORP1.05%
STRYKER CORP0.99%
SHERWIN WILLIAMS CO0.83%

WSEFX (March 31, 2026)

SecurityWeight
APPLE INC9.81%
MICROSOFT CORP8.15%
ALPHABET INC CL C6.55%
JPMORGAN CHASE and CO4.94%
APPLIED MATERIALS INC3.95%
VISA INC-CLASS A3.93%
NVIDIA CORP3.88%
ALPHABET INC CL A3.27%
JOHNSON&JOHNSON2.91%
DEERE & CO2.80%
CONOCOPHILLIPS2.77%
CISCO SYSTEMS INC2.71%
CHUBB LTD2.57%
STRYKER CORP2.32%
HUBBELL INC2.26%
KLA CORP2.06%
AUTOZONE INC1.99%
UNION PACIFIC CORP1.96%
ROSS STORES INC1.91%
ACCENTURE PLC-A1.87%
PEPSICO INC1.83%
MERCK & CO1.70%
COSTCO WHOLESALE CORP1.45%
THE BOOKING HOLDINGS INC1.43%
AMERICAN EXPRESS CO1.39%
UNITEDHEALTH GRP1.39%
AUTOMATIC DATA PROCESSING INC1.38%
ANALOG DEVICES INC1.26%
DONALDSON CO INC1.20%
WW GRAINGER INC1.16%
TE CONNECTIVITY1.15%
MARSH & MCLENNAN1.12%
WATERS CORP1.09%
NT-INST TRSR-PRM1.07%
LOWES COS INC0.96%
EVERSOURCE ENERGY0.87%
UNITED PARCEL SERVICE INC CL B0.87%
COMCAST CORP CL A0.87%
APTARGROUP INC0.80%
NIKE INC CL B0.68%
AIR PRODUCTS and CHEMICALS INC0.66%
T ROWE PRICE GRP0.53%
MCDONALDS CORP0.49%
SYSCO CORP0.49%
HERSHEY CO/THE0.48%
BECTON DICKINSON and CO0.42%
DANAHER CORP0.34%
AGILENT TECHNOLOGIES INC0.16%
ADOBE INC0.14%

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