Compare fund portfolios

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

vs

CWSCX vs HSMAX

Shared holdings
12
CWSCX covered by HSMAX
16.40%
HSMAX covered by CWSCX
16.40%

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.

CWSCX (March 31, 2026)

SecurityWeight
IPG PHOTONICS CORP2.31%
DIODES INC2.22%
HELIOS TECHNOLOGIES INC2.19%
ICHOR HOLDINGS LTD2.11%
WEATHERFORD INTERNATIONAL PLC2.09%
ELANCO ANIMAL HEALTH INC1.91%
OLD NATL BANCORP1.89%
RENASANT CORP1.88%
FNB CORP PA1.87%
NOMAD FOODS LTD1.87%
ROGERS CORP1.85%
INTEGER HOLDINGS CORP1.83%
VALVOLINE INC1.77%
UNITED BANKSHS1.77%
COLUMBIA BANKING SYSTEMS INC1.75%
BRUKER CORP1.70%
TOWNE BANK1.67%
NORTHWESTERN ENERGY GROUP INC1.66%
AVIENT CORP1.66%
AAR CORP1.64%
CACTUS INC CL A1.64%
ATLANTIC UNION B1.64%
HUB GROUP INC CL A1.58%
QUAKER HOUGHTON1.57%
ENVISTA HOLDINGS CORP1.56%
HB FULLER CO1.54%
ONE GAS INC1.50%
KONTOOR BRANDS INC1.49%
WERNER ENTERPRISES INC1.47%
CUSHMAN and WAKEFIELD LTD1.45%
MALIBU BOATS INC CL A1.43%
GATES INDUSTRIAL CORP PLC1.37%
CENTURI HOLDINGS INC1.36%
PROVIDENT FINANCIAL SVCS INC1.35%
KENNAMETAL INC1.34%
WYNDHAM HOTELS and RESORTS INC1.34%
ASHLAND INC1.33%
PRIMO BRANDS CORP A1.33%
CVB FINANCIAL CORP1.32%
JOHN BEAN TECHNOLOGIES CORP1.32%
ICU MEDICAL INC1.32%
UNITED COMMUNITY BANKS GA1.32%
SELECTIVE INSURANCE GROUP INC1.32%
CNX RESOURCES CORP1.27%
FIRST FIN BANCRP1.27%
MATADOR RESOURCES COMPANY1.25%
KORN FERRY1.25%
GENTHERM INC1.23%
METHANEX CORP1.22%
PRICESMART INC1.17%

HSMAX (Jan. 31, 2026)

SecurityWeight
iShares Trust RUSSELL 2000 VALUE ETF4.10%
State Street Navigator Securities Lending Government Money Market Portfolio3.28%
PHINIA INC2.10%
MILLERKNOLL INC2.08%
KENNAMETAL INC2.06%
STEVEN MADDEN LTD2.05%
OMNICELL INC2.03%
LEGGETT & PLATT1.94%
QUAKER HOUGHTON1.92%
SELECT WATER SOLUTIONS INC CL A1.91%
HOME BANCSHARES INC1.90%
RENASANT CORP1.89%
ATLANTIC UNION B1.86%
SPIRE INC1.84%
FIRST INTST BANCSYST INC CL A1.80%
BREAD FINANCIAL HOLDINGS1.80%
ADEIA INC1.77%
RADIAN GROUP INC1.75%
CHOICE HOTELS INTL INC1.73%
CVB FINANCIAL CORP1.72%
MALIBU BOATS INC CL A1.72%
SIMMONS FIRST -A1.70%
ICHOR HOLDINGS LTD1.67%
KINETIK HOLDINGS INC1.67%
FNB CORP PA1.67%
PEBBLEBROOK HOTEL TRUST1.64%
CARTERS INC1.64%
PROG HOLDINGS INC1.62%
EZCORP INC CL A NON VTG1.62%
FIRST HAWAIIAN INC1.60%
ENERGIZER HOLDIN1.58%
COVISTA INC1.58%
KAISER ALUMINUM1.57%
NATIONAL STORAGE AFFILIATES TRUST1.56%
NCR VOYIX CORP1.53%
Silicon Motion Technology Corp. SPONSORED ADR1.52%
AIR LEASE CORP CL A1.51%
BANK OZK1.51%
UNITIL CORP1.51%
MSC INDUSTRIAL DIRECT CO CL A1.49%
STURM RUGER & CO1.47%
PIEDMONT REALTY TRUST INC1.45%
UGI CORP NEW1.44%
FEDERAL AGRI MTG NON VTG CL C1.42%
KEMPER CORP1.42%
SONOCO PRODUCTS CO1.41%
LOOMIS AB COMMON STOCK1.36%
CORECIVIC INC1.25%
MONARCH CASINO and RESORT INC1.23%
TRINET GROUP INC1.21%

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