Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
BBMRX vs DFDMX
Shared holdings
7
BBMRX covered by DFDMX
18.97%
DFDMX covered by BBMRX
18.97%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
BBMRX (Oct. 31, 2025)
| Security | Weight | |
|---|---|---|
| GUIDEWIRE SOFTWARE INC | 6.35% | |
| ARISTA NETWORKS INC | 5.48% | |
| CBRE GROUP INC - CL A | 5.48% | |
| TAKE-TWO INTERACTV SOFTWR INC | 5.19% | |
| GFL ENVIRONM-SUB | 4.91% | |
| GXO LOGISTICS INC | 4.80% | |
| WATSCO INC | 4.62% | |
| LPL FINL HLDGS INC | 4.31% | |
| ADVANCED DRAINAGE SYSTEMS INC | 4.14% | |
| WEST PHARMACEUTICAL SVCS INC | 4.14% | |
| ENTEGRIS INC | 4.13% | |
| SHIFT4 PAYMENTS INC | 4.09% | |
| VULCAN MATERIALS CO | 3.65% | |
| WYNDHAM HOTELS and RESORTS INC | 3.63% | |
| HEICO CORP CL A | 3.53% | |
| BROWN & BROWN | 3.47% | |
| UL SOLUTIONS INC CL A | 3.34% | |
| ICON PLC | 3.15% | |
| KEYSIGHT TECHNOLOGIES INC | 3.01% | |
| DARLING INGREDIENTS INC | 3.00% | |
| APTARGROUP INC | 2.97% | |
| ITT INC | 2.83% | |
| BJS WHSL CLUB HLDGS INC | 2.39% | |
| WILLSCOT MOBILE MINI HOLDINGS CORP | 2.19% | |
| ZEBRA TECHNOLOGIES CORP CL A | 2.06% | |
| TRADEWEB MARKETS INC A | 2.00% | |
| MISTER CAR WASH INC | 1.12% |
DFDMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ECOLAB INC | 5.37% | |
| VULCAN MATERIALS CO | 5.15% | |
| KINSALE CAPITAL GROUP INC | 4.30% | |
| VERALTO CORP | 4.13% | |
| HEICO CORP CL A | 4.13% | |
| VEEVA SYSTEMS-A | 3.95% | |
| BIO-TECHNE CORP | 3.95% | |
| CBRE GROUP INC - CL A | 3.74% | |
| TRANSDIGM GROUP INC | 3.70% | |
| APPFOLIO INC - A | 3.65% | |
| OLD DOMINION FRT | 3.18% | |
| WEST PHARMACEUTICAL SVCS INC | 3.06% | |
| PTC INC | 3.05% | |
| WASTE CONNECTIONS INC | 3.04% | |
| COPART INC | 2.87% | |
| COSTAR GROUP INC | 2.81% | |
| TYLER TECHNOLOGIES INC | 2.66% | |
| MSCI INC | 2.60% | |
| METTLER-TOLEDO INTL INC | 2.58% | |
| GOOSEHEAD INSURANCE | 2.53% | |
| MOODYS CORP | 2.51% | |
| CADENCE DESIGN SYSTEMS INC | 2.31% | |
| MONOLITHIC POWER SYS INC | 2.18% | |
| FIRST AM-TR OB-X | 2.14% | |
| BROWN & BROWN | 1.94% | |
| REPLIGEN CORP | 1.89% | |
| SITEONE LANDSCAPE SUPPLY INC | 1.87% | |
| MICROCHIP TECHNOLOGY | 1.78% | |
| FLOOR & DECOR-A | 1.77% | |
| MARKEL GROUP INC | 1.74% | |
| ENTEGRIS INC | 1.70% | |
| BOOZ ALLEN HAMILTON HLDG CL A | 1.65% | |
| MANHATTAN ASSOCIATES INC | 1.37% | |
| GUIDEWIRE SOFTWARE INC | 1.34% | |
| NOVANTA INC | 1.28% | |
| MORNINGSTAR INC | 1.16% | |
| ATLASSIAN CORP PLC CLS A | 0.91% |
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