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DFDMX vs BAFMX

Shared holdings
11
DFDMX covered by BAFMX
19.56%
BAFMX covered by DFDMX
19.56%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 37 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

DFDMX (March 31, 2026)

SecurityWeight
ECOLAB INC5.37%
VULCAN MATERIALS CO5.15%
KINSALE CAPITAL GROUP INC4.30%
VERALTO CORP4.13%
HEICO CORP CL A4.13%
VEEVA SYSTEMS-A3.95%
BIO-TECHNE CORP3.95%
CBRE GROUP INC - CL A3.74%
TRANSDIGM GROUP INC3.70%
APPFOLIO INC - A3.65%
OLD DOMINION FRT3.18%
WEST PHARMACEUTICAL SVCS INC3.06%
PTC INC3.05%
WASTE CONNECTIONS INC3.04%
COPART INC2.87%
COSTAR GROUP INC2.81%
TYLER TECHNOLOGIES INC2.66%
MSCI INC2.60%
METTLER-TOLEDO INTL INC2.58%
GOOSEHEAD INSURANCE2.53%
MOODYS CORP2.51%
CADENCE DESIGN SYSTEMS INC2.31%
MONOLITHIC POWER SYS INC2.18%
FIRST AM-TR OB-X2.14%
BROWN & BROWN1.94%
REPLIGEN CORP1.89%
SITEONE LANDSCAPE SUPPLY INC1.87%
MICROCHIP TECHNOLOGY1.78%
FLOOR & DECOR-A1.77%
MARKEL GROUP INC1.74%
ENTEGRIS INC1.70%
BOOZ ALLEN HAMILTON HLDG CL A1.65%
MANHATTAN ASSOCIATES INC1.37%
GUIDEWIRE SOFTWARE INC1.34%
NOVANTA INC1.28%
MORNINGSTAR INC1.16%
ATLASSIAN CORP PLC CLS A0.91%

BAFMX (March 31, 2026)

SecurityWeight
FRST AM-GV OB-Z8.36%
HILTON WORLDWIDE HOLDINGS INC4.01%
VISTRA CORP3.47%
CARDINAL HEALTH INC3.41%
GUIDEWIRE SOFTWARE INC2.85%
MONOLITHIC POWER SYS INC2.70%
WASTE CONNECTIONS INC2.68%
VULCAN MATERIALS CO2.52%
HEICO CORP CL A2.30%
COMFORT SYSTEMS USA INC2.29%
ALNYLAM PHARMACEUTICALS INC2.09%
FTAI AVIATION LTD1.98%
COUPANG INC A1.96%
OCEANEERING INTL1.93%
MEDLINE INC-A1.92%
EXPEDIA INC1.90%
MARVELL TECHNOLOGY INC1.90%
DATADOG INC CL A1.84%
VEEVA SYSTEMS-A1.83%
DEXCOM INC1.80%
APPLIED INDU TEC1.68%
HEALTHEQUITY INC1.67%
WEST PHARMACEUTICAL SVCS INC1.65%
FAIR ISAAC CORP1.65%
TRADEWEB MARKETS INC A1.65%
CLOUDFLARE INC-A1.58%
SITEONE LANDSCAPE SUPPLY INC1.57%
OPENLANE INC1.51%
AXON ENTERPRISE INC1.50%
SAMSARA INC-CL A1.45%
CCC INTELLIGENT SOLUTIONS HOLD CL A1.44%
INSULET CORP1.41%
ULTA BEAUTY INC1.41%
CHENIERE ENERGY INC1.40%
TYLER TECHNOLOGIES INC1.35%
PURE STORAGE INC CL A1.34%
DOMINOS PIZZA INC1.28%
ANDERSEN GROUP-A1.27%
CARLISLE COS INC1.26%
AAON INC1.19%
OLD DOMINION FRT1.19%
EQUIFAX INC1.10%
ARTHUR J GALLAGHAR AND CO1.06%
ARES MANAGEMENT CORP CL A1.06%
DOORDASH INC-A1.04%
ROSS STORES INC1.00%
CARVANA CO CL A0.98%
LATTICE SEMICONDUCTOR CORP0.98%
DYNATRACE INC0.97%
COSTAR GROUP INC0.94%

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