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ESEIX vs MSFAX

Shared holdings
9
ESEIX covered by MSFAX
20.73%
MSFAX covered by ESEIX
20.73%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

ESEIX (March 31, 2026)

SecurityWeight
TJX COS INC6.98%
ALPHABET INC CL C6.31%
MARTIN MAR MTLS5.27%
VISA INC-CLASS A5.18%
ROSS STORES INC5.00%
MARKEL GROUP INC4.79%
CDW CORPORATION4.72%
GODADDY INC CL A4.10%
S&P GLOBAL INC3.94%
WHITE MOUNTAINS INS GROUP LTD3.93%
TRANSUNION3.85%
THERMO FISHER SCIENTIFIC INC3.79%
INTERCONTINENTAL EXCHANGE INC3.69%
STERIS PLC3.69%
AUTODESK INC3.49%
TRIMBLE INC3.34%
AMETEK INC NEW3.24%
EQUIFAX INC3.14%
DANAHER CORP2.64%
SHERWIN WILLIAMS CO2.50%
CARLISLE COS INC2.49%
O'REILLY AUTOMOTIVE INC2.44%
VERISK ANALYTICS INC2.26%
BROADRIDGE FINL2.24%
MSILF-GOVT-INS1.68%
TYLER TECHNOLOGIES INC1.19%
LPL FINL HLDGS INC1.09%
ZOETIS INC CL A1.03%
MSCI INC1.01%
THE BOOKING HOLDINGS INC0.99%

MSFAX (March 31, 2026)

SecurityWeight
MICROSOFT CORP5.28%
ALPHABET INC CL A5.22%
COCA-COLA CO/THE5.16%
NETFLIX INC4.74%
VISA INC-CLASS A4.61%
L'OREAL SA ORD4.37%
TSMC4.25%
AON PLC4.03%
INTERCONTINENTAL EXCHANGE INC3.99%
RELX PLC3.46%
HALEON PLC3.38%
PROCTER & GAMBLE3.36%
S&P GLOBAL INC3.28%
CME GROUP INC CL A3.19%
FERRARI NV3.17%
AMAZON.COM INC2.94%
EXPERIAN PLC COMMON STOCK USD.12.77%
AUTOZONE INC2.76%
SAP SE2.70%
SYNOPSYS INC2.66%
STERIS PLC2.62%
THERMO FISHER SCIENTIFIC INC2.59%
ZOETIS INC CL A2.57%
UBER TECHNOLOGIES INC2.50%
OTIS WORLDWIDE CORP2.48%
MSCI INC1.98%
CENCORA INC1.96%
PHILIP MORRIS INTL INC1.91%
THE BOOKING HOLDINGS INC1.59%
MSILF-TR SEC-INS1.33%
ARTHUR J GALLAGHAR AND CO1.16%
ABBOTT LABS1.10%
EQUIFAX INC0.90%

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