Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
DFDMX vs PMBMX
Shared holdings
19
DFDMX covered by PMBMX
35.87%
PMBMX covered by DFDMX
35.87%
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)
| Security | Weight | |
|---|---|---|
| ECOLAB INC | 5.37% | |
| VULCAN MATERIALS CO | 5.15% | |
| KINSALE CAPITAL GROUP INC | 4.30% | |
| VERALTO CORP | 4.13% | |
| HEICO CORP CL A | 4.13% | |
| VEEVA SYSTEMS-A | 3.95% | |
| BIO-TECHNE CORP | 3.95% | |
| CBRE GROUP INC - CL A | 3.74% | |
| TRANSDIGM GROUP INC | 3.70% | |
| APPFOLIO INC - A | 3.65% | |
| OLD DOMINION FRT | 3.18% | |
| WEST PHARMACEUTICAL SVCS INC | 3.06% | |
| PTC INC | 3.05% | |
| WASTE CONNECTIONS INC | 3.04% | |
| COPART INC | 2.87% | |
| COSTAR GROUP INC | 2.81% | |
| TYLER TECHNOLOGIES INC | 2.66% | |
| MSCI INC | 2.60% | |
| METTLER-TOLEDO INTL INC | 2.58% | |
| GOOSEHEAD INSURANCE | 2.53% | |
| MOODYS CORP | 2.51% | |
| CADENCE DESIGN SYSTEMS INC | 2.31% | |
| MONOLITHIC POWER SYS INC | 2.18% | |
| FIRST AM-TR OB-X | 2.14% | |
| BROWN & BROWN | 1.94% | |
| REPLIGEN CORP | 1.89% | |
| SITEONE LANDSCAPE SUPPLY INC | 1.87% | |
| MICROCHIP TECHNOLOGY | 1.78% | |
| FLOOR & DECOR-A | 1.77% | |
| MARKEL GROUP INC | 1.74% | |
| ENTEGRIS INC | 1.70% | |
| BOOZ ALLEN HAMILTON HLDG CL A | 1.65% | |
| MANHATTAN ASSOCIATES INC | 1.37% | |
| GUIDEWIRE SOFTWARE INC | 1.34% | |
| NOVANTA INC | 1.28% | |
| MORNINGSTAR INC | 1.16% | |
| ATLASSIAN CORP PLC CLS A | 0.91% |
PMBMX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| HEICO CORP CL A | 5.24% | |
| TRANSDIGM GROUP INC | 5.15% | |
| HILTON WORLDWIDE HOLDINGS INC | 5.07% | |
| VULCAN MATERIALS CO | 4.96% | |
| BROOKFIELD CORP CL A | 4.94% | |
| O'REILLY AUTOMOTIVE INC | 4.52% | |
| CBRE GROUP INC - CL A | 3.91% | |
| LIVE NATION ENTERTAINMENT INC | 3.89% | |
| KKR & CO INC | 3.70% | |
| MARTIN MAR MTLS | 3.39% | |
| COPART INC | 3.38% | |
| Brookfield Infrastructure Partners LP | 3.25% | |
| BROWN & BROWN | 2.70% | |
| MSCI INC | 2.24% | |
| COSTAR GROUP INC | 2.16% | |
| MARKEL GROUP INC | 2.16% | |
| LPL FINL HLDGS INC | 2.09% | |
| LIBERTY MEDIA CORP LIBERTY FORMULA ONE CL C | 1.87% | |
| VEEVA SYSTEMS-A | 1.72% | |
| ENTEGRIS INC | 1.52% | |
| ROPER TECHNOLOGIES INC | 1.48% | |
| ARTHUR J GALLAGHAR AND CO | 1.40% | |
| FAIR ISAAC CORP | 1.36% | |
| CONSTELLATION SOFTWARE INC | 1.35% | |
| HYATT HOTELS CORP CL A | 1.35% | |
| DOMINOS PIZZA INC | 1.34% | |
| ARES MANAGEMENT CORP CL A | 1.33% | |
| BROOKFIELD ASSET MANAGEMENT LTD A | 1.31% | |
| TYLER TECHNOLOGIES INC | 1.29% | |
| NVR INC | 1.19% | |
| IDEXX LABS INC | 1.17% | |
| FLOOR & DECOR-A | 1.04% | |
| FASTENAL CO | 1.04% | |
| AMETEK INC NEW | 0.97% | |
| Brookfield Renewable Partners LP | 0.89% | |
| METTLER-TOLEDO INTL INC | 0.85% | |
| ARCH CAPITAL GRP | 0.85% | |
| ROSS STORES INC | 0.82% | |
| LENNAR CORP CL A | 0.79% | |
| Ashtead Group PLC | 0.79% | |
| WATERS CORP | 0.72% | |
| WASTE CONNECTIONS INC | 0.71% | |
| CCC INTELLIGENT SOLUTIONS HOLD CL A | 0.70% | |
| PERIMETER SOLUTIONS SA | 0.69% | |
| APPFOLIO INC - A | 0.59% | |
| VERISK ANALYTICS INC | 0.55% | |
| TOAST INC-A | 0.50% | |
| RYAN SPECIALTY HOLDINGS INC | 0.50% | |
| PROCORE TECHNOLOGIES INC | 0.46% | |
| GRACO INC | 0.43% |
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