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BGSCX vs MTCAX

Shared holdings
20
BGSCX covered by MTCAX
49.26%
MTCAX covered by BGSCX
49.26%

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.

BGSCX (Feb. 27, 2026)

SecurityWeight
NVIDIA CORP11.78%
BROADCOM INC7.18%
APPLE INC6.01%
MICROSOFT CORP5.35%
TAIWAN SEMIC MFG CO LTD SP ADR4.84%
SAMSUNG ELECTRONICS CO LTD4.62%
SK HYNIX INC4.40%
ALPHABET INC CL A4.34%
LAM RESEARCH CORP4.21%
ADVANTEST CORP3.54%
MONOLITHIC POWER SYS INC2.21%
META PLATFORMS INC CL A2.20%
ADV MICRO DEVICE2.19%
DATABRICKS INC SER L PC PP2.11%
SNOWFLAKE INC CL A1.99%
AMAZON.COM INC1.78%
TESLA INC1.63%
LUMENTUM HOLDINGS INC1.58%
ARISTA NETWORKS INC1.51%
INTEL CORP1.49%
VERTIV HOLDINGS CO1.31%
ORACLE CORP1.30%
SIEMENS ENERGY AG1.28%
BlackRock Cash Funds: Institutional, SL Agency Shares1.25%
SOFTBANK GROUP CORP1.20%
ASML Holding NV1.14%
CROWDSTRIKE HOLDINGS INC1.08%
PALO ALTO NETWORKS INC1.07%
ANTHROPIC PBC SERIES F PC PP0.98%
TAKE-TWO INTERACTV SOFTWR INC0.92%
CORNING INC0.85%
ECHOSTAR CORP CL A0.79%
FLEX LTD0.74%
HYUNDAI MOTOR CO0.74%
ELITE MATERIAL0.73%
CISCO SYSTEMS INC0.72%
SPOTIFY TECHNOLOGY SA0.72%
MERCADOLIBRE INC0.69%
KRATOS DEFENSE and SEC SOLTN INC0.65%
CADENCE DESIGN SYSTEMS INC0.62%
MONGODB INC CL A0.57%
WESTERN DIGITAL CORP0.56%
CREDO TECHNOLOGY GROUP HOLDING LTD0.54%
ASE TECHNOLOGY H0.50%
COHERENT CORP0.50%
PALANTIR TECHNOLOGIES INC0.48%
RUBRIK INC-A0.42%
AEROVIRONMENT INC0.40%
BYTEDANCE LTD SER E-1 PC PP0.37%
DATADOG INC CL A0.36%

MTCAX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP10.09%
ALPHABET INC CL A9.85%
APPLE INC9.36%
BROADCOM INC7.72%
MICROSOFT CORP7.25%
META PLATFORMS INC CL A4.96%
SHOPIFY INC CL A4.03%
ADV MICRO DEVICE3.23%
LAM RESEARCH CORP3.20%
APPLIED MATERIALS INC2.77%
CISCO SYSTEMS INC2.53%
HITACHI LTD2.25%
TSMC1.99%
KLA CORP1.91%
ORACLE CORP1.87%
INTL BUS MACH CORP1.83%
ARISTA NETWORKS INC1.80%
ACCENTURE PLC CL A1.64%
TERADYNE INC1.41%
COHERENT CORP1.33%
TEXAS INSTRUMENTS INC1.30%
CADENCE DESIGN SYSTEMS INC1.29%
INTUIT INC1.18%
CORNING INC1.10%
CROWDSTRIKE HOLDINGS INC1.08%
SEAGATE TECHNOLOGY HOLDINGS PLC1.07%
PEGASYSTEMS INC1.07%
CONSTELLATION SOFTWARE INC1.05%
MONGODB INC CL A0.93%
EPAM SYSTEMS INC0.87%
GLOBAL WAFERS0.86%
AMPHENOL CORPORATION CL A0.85%
TYLER TECHNOLOGIES INC0.74%
VERISK ANALYTICS INC0.70%
JFROG LTD0.65%
AUTODESK INC0.63%
SNOWFLAKE INC CL A0.53%
ANALOG DEVICES INC0.51%
AON PLC0.50%
SERVICETITAN INC-A0.46%
HUBSPOT INC0.46%
DATADOG INC CL A0.44%
INTEL CORP0.37%
MFS Institutional Money Market Portfolio, Class A0.33%
FIGMA INC-CL A0.01%
NEW TAIWAN DOLLAR0.00%

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