Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CAMOX vs ESN
Shared holdings
8
CAMOX covered by ESN
19.08%
ESN covered by CAMOX
19.08%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 41 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
CAMOX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| TEXAS INSTRUMENTS INC | 3.59% | |
| APPLIED MATERIALS INC COMMON STOCK | 3.48% | |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 3.33% | |
| HONEYWELL INTL INC | 3.23% | |
| ELEVANCE HEALTH INC COMMON STOCK | 3.20% | |
| ALPHABET INC CL A | 3.17% | |
| CME GROUP INC CL A | 3.12% | |
| Amrize Ltd. USD0.01 | 2.99% | |
| UNION PACIFIC CORP | 2.98% | |
| MEDTRONIC PLC | 2.96% | |
| FIRST AM-TR OB-X | 2.95% | |
| UBER TECHNOLOGIES INC | 2.92% | |
| PNC FINANCIAL SERVICES GRP INC | 2.90% | |
| CHUBB LTD | 2.68% | |
| DELTA AIR LI | 2.65% | |
| LABCORP HOLDINGS INC | 2.64% | |
| ESTEE LAUDER COS INC CL A | 2.63% | |
| CHEVRON CORP | 2.57% | |
| AIRBNB INC-CLASS A COMMON STOCK | 2.56% | |
| JPMORGAN CHASE and CO | 2.55% | |
| BRISTOL-MYERS SQUIBB CO | 2.55% | |
| REGENERON PHARMACEUTICALS INC | 2.52% | |
| PEPSICO INC | 2.51% | |
| FEDEX CORP | 2.49% | |
| SYSCO CORP | 2.36% | |
| CENTENE CORP | 2.21% | |
| US BANCORP DEL | 2.17% | |
| SEMPRA ENERGY | 2.10% | |
| CONSTELLATION BRANDS INC CL A | 2.03% | |
| COMCAST CORP CL A | 1.96% | |
| APTIV PLC | 1.94% | |
| SLB LTD | 1.93% | |
| MASCO CORPORATION | 1.92% | |
| DIAGEO PLC-SPONSORED ADR DEPOSITARY RECEIPT | 1.89% | |
| MASTERCARD INC CL A | 1.83% | |
| AMERICAN EXPRESS CO COMMON STOCK | 1.74% | |
| TE CONNECTIVITY | 1.72% | |
| WEYERHAEUSER CO | 1.72% | |
| AIRBUS SE - UNSP ADR DEPOSITARY RECEIPT | 1.71% | |
| TJX COS INC | 1.53% | |
| VERSANT MEDIA GROUP INC - A | 0.09% |
ESN (Feb. 28, 2026)
| Security | Weight | |
|---|---|---|
| VERIZON COMMUNICATIONS INC | 2.98% | |
| FEDEX CORP | 2.97% | |
| SYSCO CORP | 2.91% | |
| EXXON MOBIL CORP | 2.89% | |
| NUTRIEN LTD | 2.87% | |
| CME GROUP INC CL A | 2.84% | |
| JOHNSON&JOHNSON | 2.80% | |
| FREEPORT MCMORAN INC | 2.80% | |
| LOCKHEED MARTIN CORP | 2.79% | |
| NEWMONT CORP | 2.77% | |
| Enterprise Products Partners LP | 2.72% | |
| CHUBB LTD | 2.68% | |
| DUKE ENERGY CORP NEW | 2.66% | |
| WASTE MANAGEMENT INC | 2.64% | |
| MARATHON PETROLEUM CORP | 2.62% | |
| PFIZER INC | 2.61% | |
| COSTCO WHOLESALE CORP | 2.55% | |
| AMERICAN WATER WRKS COMPANY | 2.52% | |
| META PLATFORMS INC CL A | 2.49% | |
| APPLE INC | 2.48% | |
| INTEL CORP | 2.47% | |
| MASCO CORPORATION | 2.46% | |
| HOME DEPOT INC | 2.44% | |
| FORD MOTOR CO | 2.44% | |
| BERKSHIRE HATH-B | 2.43% | |
| CVS HEALTH CORP | 2.43% | |
| 3M CO | 2.37% | |
| LILLY ELI and CO | 2.36% | |
| BOEING CO/THE | 2.32% | |
| VISA INC-CLASS A | 2.28% | |
| ALPHABET INC CL A | 2.28% | |
| DELTA AIR LI | 2.27% | |
| JPMORGAN CHASE and CO | 2.25% | |
| AMAZON.COM INC | 2.10% | |
| UNITEDHEALTH GRP | 2.03% | |
| MICROSOFT CORP | 2.02% | |
| AUTOMATIC DATA PROCESSING INC | 1.96% | |
| PALO ALTO NETWORKS INC | 1.92% | |
| INTL BUS MACH CORP | 1.85% | |
| ORACLE CORP | 1.79% | |
| BBH SWEEP VEHICLE | 0.96% |
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