Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

CFSMX vs SLVYX

Shared holdings
3
CFSMX covered by SLVYX
6.25%
SLVYX covered by CFSMX
6.25%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 27 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CFSMX (March 31, 2026)

SecurityWeight
Clarivate PLC COM NPV11.32%
POST HOLDINGS INC9.61%
AFFIL MANAGERS7.89%
CCC INTELLIGENT SOLUTIONS HOLD CL A6.03%
AVANTOR INC5.97%
WILEY JOHN&SON-A4.76%
LKQ CORP4.00%
ENVISTA HOLDINGS CORP3.91%
MIDDLEBY CORP3.57%
WAYSTAR HOLDING CORP3.56%
ENERGIZER HOLDIN3.43%
LAMB WESTON HOLDINGS INC3.29%
GFL ENVIRONM-SUB3.18%
NEOGEN CORP3.01%
HENRY SCHEIN INC2.87%
LANDSTAR SYSTEM INC2.86%
PRIMO BRANDS CORP A2.69%
BROWN & BROWN2.64%
GARTNER INC2.57%
RALLIANT CORP2.43%
ROPER TECHNOLOGIES INC2.41%
US FOODS HOLDING CORP1.64%
MOLSON COORS BEVERAGE CO B1.61%
LPL FINL HLDGS INC1.56%
RYAN SPECIALTY HOLDINGS INC1.31%
BELLRING BRANDS INC1.20%
CH ROBINSON WORLDWIDE INC0.70%

SLVYX (Feb. 28, 2026)

SecurityWeight
HENRY SCHEIN INC7.21%
Dreyfus Instl Resv PFD GOVT INSTL7.12%
AMETEK INC NEW6.32%
WILLIAMS COS INC6.06%
CLEAN HARBORS INC5.53%
PRIMO BRANDS CORP A5.28%
API GROUP CORP5.10%
QUEST DIAGNOSTICS INC4.78%
MARTIN MAR MTLS4.71%
CAPITAL ONE FINANCIAL CORP4.50%
STANDARDAERO INC4.42%
FAIR ISAAC CORP4.29%
WELLTOWER INC4.24%
INTERCONTINENTAL EXCHANGE INC3.90%
TEMPUR SEALY INTERNATIONAL INC3.88%
CBRE GROUP INC - CL A3.84%
AMAZON.COM INC3.61%
QUANTA SVCS INC3.54%
GILDAN ACTIVEWEAR INC2.83%
AON PLC-CLASS A2.74%
CH ROBINSON WORLDWIDE INC2.30%
DANAHER CORP1.99%
SYNOPSYS INC1.82%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.