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BWLIX vs LSVEX

Shared holdings
34
BWLIX covered by LSVEX
26.62%
LSVEX covered by BWLIX
26.62%

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.

BWLIX (March 31, 2026)

SecurityWeight
CISCO SYSTEMS INC3.70%
JOHNSON&JOHNSON3.47%
ALPHABET INC CL A3.04%
GILEAD SCIENCES INC2.95%
APPLIED MATERIALS INC2.77%
NEWMONT CORP2.68%
CITIZENS FINANCIAL GROUP INC2.24%
CUMMINS INC2.24%
MERCK & CO2.20%
EBAY INC2.18%
CAPITAL ONE FINANCIAL CORP2.10%
BRISTOL-MYERS SQUIBB CO2.08%
METLIFE INC1.95%
TERADYNE INC1.92%
KEYSIGHT TECHNOLOGIES INC1.85%
American Beacon U.S. Government Money Market Fund1.82%
CARDINAL HEALTH INC1.71%
SALESFORCE INC1.70%
MCKESSON CORP1.66%
ALLY FINANCIAL INC1.64%
ADV MICRO DEVICE1.56%
INCYTE CORP1.38%
CITIGROUP INC1.38%
ARCH CAPITAL GROUP LTD1.35%
ALLSTATE CORPORATION1.34%
HARTFORD INSURANCE GROUP INC/THE1.34%
CHUBB LTD1.31%
GENERAL DYNAMICS CORPORATION1.27%
BORGWARNER INC1.23%
EMCOR GROUP INC1.20%
EXELIXIS INC1.17%
SCHWAB CHARLES CORP1.14%
REGENERON PHARMACEUTICALS INC1.14%
MASTEC INC1.13%
NORTHERN TRUST CORP1.09%
BIOGEN INC1.01%
CURTISS WRIGHT CORPORATION0.98%
BERKSHIRE HATH-B0.97%
PROGRESSIVE CORP OHIO0.95%
QUALCOMM INC0.95%
EVEREST REINSURANCE GROUP LTD0.92%
PFIZER INC0.89%
FOX CORPORATION B0.85%
REPUBLIC SVCS0.84%
ACCENTURE PLC CL A0.80%
GRACO INC0.79%
ROYAL GOLD INC0.78%
JAZZ PHARMA PLC0.75%
NEW YORK TIMES CO CL A0.74%
POPULAR INC0.72%

LSVEX (April 30, 2026)

SecurityWeight
ALPHABET INC CL A2.82%
CITIGROUP INC1.92%
CISCO SYSTEMS INC1.80%
BRISTOL-MYERS SQUIBB CO1.70%
VERIZON COMMUNICATIONS INC1.70%
QUALCOMM INC1.68%
ALTRIA GROUP INC1.62%
MERCK & CO1.46%
WELLS FARGO & CO1.45%
DELL TECHNOLOGIES INC CL C1.41%
COMCAST CORP CL A1.39%
STATE STREET CORP1.39%
AT&T INC1.39%
KROGER CO1.33%
CVS HEALTH CORP1.28%
VALERO ENERGY CORP1.26%
PFIZER INC1.25%
FEDEX CORP1.22%
BANK OF NEW YORK MELLON CORP COMMON STOCK1.20%
HEWLETT PACKARD ENTERPRISE CO1.18%
NEWMONT CORP1.18%
GENERAL MOTORS CO1.14%
CITIZENS FINANCIAL GROUP INC1.13%
EBAY INC1.10%
EXXON MOBIL CORP1.08%
HCA HEALTHCARE INC1.07%
TEXTRON INC1.06%
GILEAD SCIENCES INC1.05%
RYDER SYSTEM INC1.01%
TD SYNNEX CORP0.99%
HARTFORD INSURANCE GROUP INC/THE0.98%
HALLIBURTON CO0.97%
PULTEGROUP INC0.97%
ALLISON TRANSMISSION HLDGS INC0.97%
PAYPAL HOLDINGS0.97%
JAZZ PHARMACEUTI0.95%
MARATHON PETROLEUM CORP0.94%
AMERICAN INTERNATIONAL GROUP COMMON STOCK0.92%
CIRRUS LOGIC INC0.90%
ENERSYS INC0.89%
INCYTE CORP0.88%
HOST HOTELS & RE0.87%
BANK OF AMERICA CORP COMMON STOCK0.84%
BORGWARNER INC COMMON STOCK0.84%
THE CIGNA GROUP0.84%
REGIONS FINANCIAL CORP0.84%
CONOCOPHILLIPS0.81%
KRAFT HEINZ CO/T0.81%
WALT DISNEY CO/T0.78%
ARROW ELECTRONICS INC COMMON STOCK0.78%

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