Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
CIZ vs SWSAX
Shared holdings
87
CIZ covered by SWSAX
10.76%
SWSAX covered by CIZ
10.76%
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.
CIZ (Sept. 30, 2024)
| Security | Weight | |
|---|---|---|
| MONEY MARKET FUND | 0.77% | |
| PEMBINA PIPELINE | 0.40% | |
| HYDRO ONE LTD | 0.39% | |
| KPN (KONIN) NV | 0.38% | |
| DANONE SA | 0.38% | |
| FORTIS INC | 0.37% | |
| LONDON STOCK EXCHANGE GRP PLC | 0.36% | |
| ENBRIDGE INC | 0.36% | |
| UNITED OVERSEAS | 0.35% | |
| DEUTSCHE TELEKOM | 0.35% | |
| ROYAL BANK OF CANADA | 0.35% | |
| SWISSCOM AG-REG | 0.35% | |
| GROUPE BRUXELLES LAMBERT SA | 0.34% | |
| OCBC BANK | 0.34% | |
| WASTE CONNECTIONS INC | 0.33% | |
| SCHINDLER HLD-PC | 0.33% | |
| ZURICH INSURANCE | 0.33% | |
| METRO INC/CN | 0.33% | |
| BANK OF NOVA SCO | 0.33% | |
| BEIERSDORF AG | 0.32% | |
| IBERDROLA SA | 0.32% | |
| TELSTRA GROUP LT | 0.32% | |
| ROGERS COMMUNICATIONS INC COMMON STOCK | 0.32% | |
| GREAT-WEST LIFEC | 0.32% | |
| DEUTSCHE BOERSE | 0.31% | |
| SUN LIFE FINANCI | 0.31% | |
| ALLIANZ SE (REGD) | 0.31% | |
| GENERALI ASSIC | 0.31% | |
| LOBLAW COS LTD | 0.31% | |
| WOLTERS KLUWER | 0.31% | |
| TC ENERGY CORP | 0.31% | |
| KONINKLIJKE AHOL | 0.31% | |
| WESTON (GEORGE) | 0.31% | |
| ORANGE | 0.31% | |
| EMERA INC | 0.30% | |
| SAMPO OYJ-A SHS | 0.30% | |
| COLES GROUP LTD | 0.30% | |
| NATL BK CANADA | 0.30% | |
| SINGAP TECH ENG | 0.30% | |
| TRYG A/S | 0.30% | |
| RELX PLC | 0.30% | |
| TELENOR ASA | 0.30% | |
| LUNDBERGS AB-B SHS COMMON STOCK | 0.30% | |
| Investor Aktiebolag | 0.30% | |
| TORONTO-DOMINION BANK | 0.30% | |
| ANZ GROUP HOLDIN | 0.30% | |
| INDUSTRIVARDEN-C | 0.29% | |
| INFORMA PLC | 0.29% | |
| DBS GROUP HLDGS | 0.29% | |
| UNILEVER PLC | 0.29% |
SWSAX (Feb. 28, 2025)
| Security | Weight | |
|---|---|---|
| US ULTRA BOND CBT Sep25 | 2.94% | |
| MICROSOFT CORP | 1.86% | |
| ALPHABET INC CL A | 1.67% | |
| AT&T INC | 1.33% | |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 1.31% | |
| MOODYS CORP | 1.31% | |
| AUTOZONE INC | 1.28% | |
| CENCORA INC | 1.27% | |
| NVIDIA CORP | 1.25% | |
| CVS HEALTH CORP | 1.22% | |
| NATL FUEL GAS CO | 1.16% | |
| META PLATFORMS INC CL A | 1.15% | |
| MASTERCARD INC CL A | 1.08% | |
| ALLSTATE CORPORATION | 1.07% | |
| TYSON FOODS INC CL A | 1.07% | |
| EQUITABLE HOLDINGS INC | 1.05% | |
| XIAOMI CORP-W | 1.05% | |
| CITIGROUP INC | 0.93% | |
| INTL BUS MACH CORP | 0.92% | |
| DOMINION ENERGY INC | 0.90% | |
| WALMART INC | 0.86% | |
| CHEVRON CORP | 0.86% | |
| COLGATE-PALMOLIVE CO | 0.80% | |
| KRAFT HEINZ CO/T | 0.80% | |
| TJX COS INC | 0.78% | |
| INDUSTRIA DE DISENO TEXTIL COMMON STOCK | 0.76% | |
| UNITED THERAPEUTICS CORP DEL | 0.72% | |
| ORACLE CORP | 0.71% | |
| UNITEDHEALTH GRP | 0.71% | |
| BOSTON SCIENTIFIC CORP | 0.71% | |
| JOHNSON&JOHNSON | 0.69% | |
| SHERWIN WILLIAMS CO | 0.68% | |
| LOWES COS INC | 0.67% | |
| CME GROUP INC CL A | 0.67% | |
| CRH PLC | 0.66% | |
| LINDE PLC | 0.65% | |
| MERCK & CO | 0.65% | |
| GENUINE PARTS CO | 0.65% | |
| ALLY FINANCIAL INC | 0.64% | |
| TAPESTRY INC | 0.63% | |
| FEDEX CORP | 0.60% | |
| GARMIN LTD | 0.59% | |
| GLOBAL PAYMENTS INC | 0.59% | |
| AMPHENOL CORPORATION CL A | 0.58% | |
| DOW INC | 0.56% | |
| TRANE TECHNOLOGI | 0.56% | |
| PEPSICO INC | 0.55% | |
| MSCI INC | 0.54% | |
| INTUITIVE SURGICAL INC | 0.51% | |
| VISHAY INTERTECHNOLOGY INC | 0.50% |
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