Compare fund portfolios

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

vs

CGUI vs YEAR

Shared holdings
23
CGUI covered by YEAR
6.02%
YEAR covered by CGUI
6.02%

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.

CGUI (March 31, 2026)

SecurityWeight
DBS Bank Ltd1.72%
JPMORGAN CHASE1.64%
LADR 4.25 02/01/27 144A1.63%
Thunder Bay Funding LLC1.60%
BOSTON PROP LP1.54%
PETROLEOS MEXICANOS SR UNSEC 6.5% 03-13-271.37%
Federation des Caisses Desjardins du Quebec1.29%
Sanofi SA1.29%
BNG Bank NV1.29%
Toyota Motor Credit Corp1.29%
FHLBDN 0 04/01/221.26%
Nordea Bank Abp1.25%
BARCLAYS PLC1.10%
CITIGROUP INC1.08%
OMERS Finance Trust1.08%
OMERS Finance Trust1.08%
COOPERATIEVE RAB1.06%
WELLS FARGO CO1.06%
ROYAL CARIBBEAN CRUISES SR UNSECURED 144A 07/27 5.3751.04%
TEVA PHARM. FIN. NE 3.15%1.03%
CAPITAL ONE FINL1.02%
BOEING CO1.01%
GOLDMAN SACHS GP0.97%
INTEL CORP0.90%
NESTLE CAPITAL DCP, 04/23/26 /0.86%
ING US Funding LLC0.85%
DNB Bank ASA0.84%
FORD MOTOR CRED0.80%
GOLDMAN SACHS GP0.79%
Atlantic Asset Securitization LLC0.78%
BAT CAPITAL CORP0.77%
SYNOPSYS INC0.76%
MORGAN STANLEY0.73%
Cabot Trail Funding LLC0.73%
BOEING CO0.72%
ONEOK INC0.68%
WELLS FARGO CO0.67%
BofA Securities Inc0.64%
SOUTHERN CAL ED0.63%
CAN IMPERIAL BK0.62%
Societe Generale SA0.60%
CVS HEALTH CORP0.60%
US BANCORP0.58%
FORD MOTOR CRED0.56%
Sumitomo Mitsui Trust NY0.56%
SUMITOMO MITSUI TRUST NY0.56%
PNC V4.543 05/13/270.55%
Navient Corp.0.55%
BROWN & BROWN0.54%
ELEVANCE HEALTH0.54%

YEAR (Feb. 28, 2026)

SecurityWeight
US TREASURY N/B8.39%
U.S. Treasury Notes7.64%
US TREASURY N/B5.61%
US TREASURY N/B4.31%
AB Fixed Income Shares, Inc. - Government Money Market Portfolio3.86%
U.S. Treasury Notes3.10%
US TREASURY N/B3.06%
US TREASURY N/B2.57%
US TREASURY N/B2.43%
US TREASURY N/B1.97%
WELLS FARGO CO1.45%
COOPERATIEVE RAB1.42%
CITIGROUP INC1.42%
MORGAN STANLEY1.40%
JPMORGAN CHASE1.40%
BANK OF AMER CRP1.34%
BNP PARIBAS SUBORDINATED 144A 05/26 4.3751.06%
CAPITAL ONE FINL1.02%
ABN AMRO BANK NV SUBORDINATED 144A 04/26 4.81.01%
BARCLAYS PLC0.98%
BPCE SA REGD 144A P/P MTN 4.875000000.96%
Intesa Sanpaolo Funding LLC0.93%
SOCIETE GENERALE SUBORDINATED 144A 08/26 4.250.84%
General Motors Financial Co Inc0.66%
AMERICAN HONDA F0.62%
GOLDMAN SACHS GP0.58%
HSBC HOLDINGS0.52%
WESTLAKE CHEM0.52%
AIRCASTLE LTD0.52%
CONTINENTAL RESOURCES REGD 144A P/P 2.268000000.52%
SOUTHWESTN EL PR0.52%
ENTERGY CORP0.51%
BROADRIDGE FINAN0.51%
MOLSON COORS0.51%
SPECTRA PARTNERS0.51%
MARATHON PETRO0.51%
AIR LEASE CORP0.51%
FEDEX CORP0.51%
VW Credit, Inc.0.51%
BUNGE LTD FIN CP0.51%
KRAFT HEINZ FOOD0.51%
SOCIETE GENERALE SA MTN 5.250000% 02/19/20270.51%
MITSUBISHI UFJ FINL 3.85%0.51%
EQUINIX INC0.51%
RPM 2025-4A A2 144A 5.124% 04-25-340.50%
ORACLE CORP0.50%
CDW LLC/CDW FIN0.50%
United Auto Credit Securitization Trust 2026-10.50%
VALERO ENERGY CORP 3.4% 09/15/20260.50%
SYSCO CORP0.50%

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