Compare fund portfolios

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

vs

AGYWX vs SWLSX

Shared holdings
32
AGYWX covered by SWLSX
72.50%
SWLSX covered by AGYWX
72.50%

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.

AGYWX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP13.36%
MICROSOFT CORP10.99%
APPLE INC8.72%
ALPHABET INC CL A8.32%
BROADCOM INC5.40%
AMAZON.COM INC4.82%
META PLATFORMS INC CL A3.75%
MASTERCARD INC CL A3.36%
LILLY ELI and CO3.31%
TESLA INC3.06%
ABBVIE INC1.81%
COSTCO WHOLESALE CORP1.80%
GENERAL ELECTRIC CO1.39%
NETFLIX INC1.32%
LAM RESEARCH CORP1.10%
AMPHENOL CORPORATION CL A1.03%
GE VERNOVA LLC1.03%
HOME DEPOT INC1.01%
INTUITIVE SURGICAL INC0.95%
CADENCE DESIGN SYSTEMS INC0.93%
UBER TECHNOLOGIES INC0.93%
APPLOVIN CORP0.91%
VERTEX PHARMACEUTICALS INC0.78%
CROWDSTRIKE HOLDINGS INC0.74%
TAIWAN SEMIC MFG CO LTD SP ADR0.72%
SERVICENOW INC0.69%
SNOWFLAKE INC CL A0.68%
O'REILLY AUTOMOTIVE INC0.67%
APPLIED MATERIALS INC0.61%
CENCORA INC0.57%
TRANE TECHNOLOGI0.56%
TJX COS INC0.53%
OKTA INC CL A0.52%
PARKER HANNIFIN CORP0.51%
WORKDAY INC CL A0.51%
S&P GLOBAL INC0.50%
XYLEM INC0.48%
ASML Holding NV0.48%
Spotify Technology SA0.47%
GOLDMAN SACHS GROUP INC0.46%
MONGODB INC CL A0.45%
DYNATRACE INC0.45%
PALANTIR TECHNOLOGIES INC0.44%
DATADOG INC CL A0.43%
PROCTER & GAMBLE0.42%
EXPEDIA INC0.41%
ZOETIS INC CL A0.40%
AIRBNB INC CLASS A0.40%
APOLLO GLOBAL MANAGEMENT INC0.39%
ANALOG DEVICES INC0.37%

SWLSX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP10.51%
APPLE INC8.24%
ALPHABET INC CL A7.69%
MICROSOFT CORP7.29%
BROADCOM INC5.64%
AMAZON.COM INC5.36%
META PLATFORMS INC CL A5.21%
LILLY ELI and CO3.28%
TESLA INC3.14%
VISA INC-CLASS A1.73%
LAM RESEARCH CORP1.72%
ABBVIE INC1.60%
AMPHENOL CORPORATION CL A1.58%
NETFLIX INC1.54%
GENERAL ELECTRIC CO1.44%
ADV MICRO DEVICE1.43%
COSTCO WHOLESALE CORP1.42%
ARISTA NETWORKS INC1.40%
MASTERCARD INC CL A1.36%
PALO ALTO NETWORKS INC1.31%
HOME DEPOT INC1.21%
CATERPILLAR INC1.19%
AMERICAN EXPRESS CO1.10%
INTUIT INC1.07%
PHILIP MORRIS INTL INC1.05%
PARKER HANNIFIN CORP1.03%
TJX COS INC1.01%
CROWDSTRIKE HOLDINGS INC0.96%
GE VERNOVA LLC0.88%
VERTIV HOLDINGS CO0.88%
PALANTIR TECHNOLOGIES INC0.88%
INTUITIVE SURGICAL INC0.86%
SYNOPSYS INC0.82%
THE BOOKING HOLDINGS INC0.80%
QUANTA SVCS INC0.80%
BOSTON SCIENTIFIC CORP0.79%
INTL BUS MACH CORP0.73%
UBER TECHNOLOGIES INC0.72%
DATADOG INC CL A0.70%
INTERACTIVE BROKERS GROUP INC0.66%
SERVICENOW INC0.66%
KLA CORP0.63%
CADENCE DESIGN SYSTEMS INC0.60%
VERTEX PHARMACEUTICALS INC0.58%
ORACLE CORP0.57%
WALMART INC0.57%
DOORDASH INC-A0.54%
CITIGROUP INC0.51%
O'REILLY AUTOMOTIVE INC0.50%
TEXAS INSTRUMENTS INC0.49%

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