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BFTIX vs TWCUX

Shared holdings
12
BFTIX covered by TWCUX
43.50%
TWCUX covered by BFTIX
43.50%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

BFTIX (March 31, 2026)

SecurityWeight
NVIDIA CORP13.59%
AMAZON.COM INC8.88%
SPACE EXPLORATION TECHNOLOGIES7.56%
TAIWAN SEMIC MFG CO LTD SP ADR7.07%
ALPHABET INC CL A6.65%
META PLATFORMS INC CL A6.51%
SHOPIFY INC CL A4.74%
CLOUDFLARE INC-A4.23%
TESLA INC4.14%
SAMSARA INC-CL A3.69%
ASML HOLDING-NY3.02%
INTUITIVE SURGICAL INC3.00%
MERCADOLIBRE INC2.93%
KKR & CO INC2.89%
DATADOG INC CL A2.89%
MONOLITHIC POWER SYS INC2.83%
ARGENX SE SPONSORED ADR2.70%
SNOWFLAKE INC CL A2.53%
BROADCOM INC2.50%
CROWDSTRIKE HOLDINGS INC2.16%
ILLUMINA INC1.67%
COUPANG INC A1.64%
LILLY ELI and CO1.06%
AMPHENOL CORPORATION CL A0.94%
FIGMA INC-CL A0.15%
GRAIL INC0.04%

TWCUX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP15.31%
APPLE INC8.31%
AMAZON.COM INC7.76%
MICROSOFT CORP6.39%
ALPHABET INC CL A5.92%
ALPHABET INC CL C5.15%
TESLA INC4.56%
MASTERCARD INC CL A3.65%
META PLATFORMS INC CL A3.56%
BROADCOM INC3.50%
NETFLIX INC2.22%
COSTCO WHOLESALE CORP2.17%
APPLIED MATERIALS INC1.69%
INTUITIVE SURGICAL INC1.67%
LILLY ELI and CO1.47%
ASML Holding NV1.43%
ORACLE CORP1.24%
ANALOG DEVICES INC1.20%
AMPHENOL CORPORATION CL A1.18%
INTERACTIVE BROKERS GROUP INC1.06%
FAIR ISAAC CORP1.03%
VERTIV HOLDINGS CO0.96%
ALNYLAM PHARMACEUTICALS INC0.96%
ZSCALER INC0.93%
ECOLAB INC0.87%
CLOUDFLARE INC-A0.84%
SNOWFLAKE INC CL A0.78%
SYNOPSYS INC0.76%
DATADOG INC CL A0.74%
HOWMET AEROSPACE INC0.73%
PALANTIR TECHNOLOGIES INC0.72%
INSULET CORP0.69%
IDEXX LABS INC0.65%
REGENERON PHARMACEUTICALS INC0.63%
WESTINGHOUSE AIR BRAKE TECH CORP0.62%
ACUITY INC0.58%
Ascendis Pharma A/S0.57%
ADVANCED DRAINAGE SYSTEMS INC0.52%
VERTEX PHARMACEUTICALS INC0.49%
WINGSTOP INC0.45%
JOHNSON CONTROLS0.43%
MSCI INC0.43%
CHIPOTLE MEXICAN GRILL INC0.41%
OKTA INC CL A0.38%
THE BOOKING HOLDINGS INC0.36%
DONALDSON CO INC0.34%
Viking Holdings Ltd0.31%
TRADEWEB MARKETS INC A0.30%
HEICO CORP0.26%
EOG RESOURCES INC0.26%

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