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BERCX vs GSMCX

Shared holdings
10
BERCX covered by GSMCX
11.79%
GSMCX covered by BERCX
11.79%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 47 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BERCX (March 31, 2026)

SecurityWeight
RESTAURANT BRANDS INTERNATIONAL INC3.25%
BRUNSWICK CORP3.02%
KIRBY CORP2.95%
REGAL REXNORD CORP2.84%
BAKER HUGHES CO2.82%
BRUKER CORP2.77%
COOPER COS INC2.74%
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC2.71%
CROWN HOLDINGS INC2.61%
NVENT ELECTRIC PLC2.53%
LITTELFUSE INC2.53%
ALIGN TECHNOLOGY INC2.51%
INTL PAPER CO2.43%
INTL FLVR & FRAG2.35%
MIDDLEBY CORP2.35%
FIRST HORIZON CORP2.32%
M&T BANK CORP2.32%
GLOBUS MEDICAL INC2.30%
CNH INDUSTRIAL NV2.28%
AMEREN CORP2.27%
CAE INC2.25%
ON SEMICONDUCTOR CORP2.20%
EXPAND ENERGY CORP2.17%
PUB SERV ENTERP2.17%
CMS ENERGY CORP2.15%
JONES LANG LASALLE INC2.11%
WEATHERFORD INTERNATIONAL PLC2.10%
CLOROX CO2.10%
ADVANCED DRAINAGE SYSTEMS INC2.05%
ALLEGION PLC2.04%
COGNIZANT TECH SOLUTIONS CL A2.01%
TYSON FOODS INC CL A2.00%
KEYSIGHT TECHNOLOGIES INC1.98%
STANLEY BLACK and DECKER INC1.89%
HANOVER INSURANCE GROUP INC1.81%
PRIMO BRANDS CORP A1.75%
GATES INDUSTRIAL CORP PLC1.69%
DIAMONDBACK ENERGY INC1.66%
SYNCHRONY FINANCIAL1.63%
IPG PHOTONICS CORP1.58%
FLUTTER ENTERTAINMENT PLC1.42%
MID AMERICA APT CMNTY INC1.41%
COUSINS PROPERTIES INC1.33%
CUBESMART1.31%
BRIXMOR PROPERTY1.27%
SBA COMMUNICATIONS CORP1.03%
LENNAR CORP CL A0.97%

GSMCX (Feb. 28, 2026)

SecurityWeight
UNITED RENTALS INC2.68%
COCA-COLA EUROPA2.62%
L3HARRIS TECHNOLOGIES INC2.44%
ROCKWELL AUTOMATION INC2.35%
MARTIN MAR MTLS2.15%
DIGITAL REALTY TRUST INC2.09%
ROSS STORES INC2.07%
UNITED AIRLINES HOLDINGS INC1.93%
AMETEK INC NEW1.88%
COHERENT CORP1.81%
CENCORA INC1.73%
EBAY INC1.71%
NISOURCE INC1.70%
OLD DOMINION FRT1.70%
QUEST DIAGNOSTICS INC1.65%
INTL PAPER CO1.64%
PHILLIPS 661.62%
PERFORMANCE FOOD GROUP CO1.60%
FASTENAL CO1.57%
FIFTH THIRD BANCORP1.46%
WESTERN DIGITAL CORP1.42%
VICI PROPERTIES1.42%
PPL CORPORATION1.36%
PUB SERV ENTERP1.34%
AGILENT TECHNOLOGIES INC1.31%
RAYMOND JAMES FINANCIAL INC.1.28%
EXPAND ENERGY CORP1.27%
INVESCO LTD1.25%
CMS ENERGY CORP1.25%
AVALONBAY COMMUNITIES INC REIT1.24%
STANLEY BLACK and DECKER INC1.20%
LENNAR CORP CL A1.20%
CASEY'S GENERAL1.19%
MIRION TECHNOLOGIES INC-A1.18%
MID AMERICA APT CMNTY INC1.18%
TERADYNE INC1.14%
INGERSOLL RAND INC1.14%
STEEL DYNAMICS INC1.14%
EQUITABLE HOLDINGS INC1.13%
BKV CORPORATION1.12%
BUILDERS FIRSTSOURCE1.10%
RPM INTL INC1.09%
GLOBE LIFE INC1.08%
SYNCHRONY FINANCIAL1.07%
ROCKET COS INC-A1.03%
CBRE GROUP INC - CL A1.01%
AMERICAN FINL GROUP INC OHIO1.01%
APTIV PLC0.99%
DT MIDSTREAM INC0.99%
OMNICOM GROUP INC0.99%

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