Compare fund portfolios

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

vs

ESG vs SWPPX

Shared holdings
228
ESG covered by SWPPX
62.84%
SWPPX covered by ESG
62.84%

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.

ESG (Jan. 31, 2026)

SecurityWeight
META PLATFORMS INC CL A5.43%
NVIDIA CORP5.22%
APPLE INC4.62%
MICROSOFT CORP4.39%
JPMORGAN CHASE and CO3.61%
BROADCOM INC3.36%
AMAZON.COM INC3.33%
BERKSHIRE HATH-B2.83%
TESLA INC2.68%
EXXON MOBIL CORP2.56%
LILLY ELI and CO2.54%
JOHNSON&JOHNSON2.35%
WALMART INC2.27%
MICRON TECHNOLOGY INC2.00%
PROCTER & GAMBLE1.51%
BANK OF AMERICA CORPORATION1.29%
COCA-COLA CO/THE1.26%
INTL BUS MACH CORP1.23%
WELLS FARGO & CO1.23%
COSTCO WHOLESALE CORP1.20%
VISA INC-CLASS A1.16%
CISCO SYSTEMS INC1.11%
GOLDMAN SACHS GROUP INC1.00%
MERCK & CO0.98%
CITIGROUP INC0.89%
CATERPILLAR INC0.89%
ADV MICRO DEVICE0.83%
INTEL CORP0.79%
PEPSICO INC0.76%
WALT DISNEY CO/T0.71%
BLACKROCK INC0.70%
ACCENTURE PLC CL A0.70%
MASTERCARD INC CL A0.63%
TJX COS INC0.60%
STRYKER CORP0.57%
ABBVIE INC0.57%
S&P GLOBAL INC0.57%
WELLTOWER INC0.55%
ABBOTT LABS0.54%
HOME DEPOT INC0.53%
NEWMONT CORP0.52%
MCDONALDS CORP0.49%
THE BOOKING HOLDINGS INC0.47%
LAM RESEARCH CORP0.43%
VERTEX PHARMACEUTICALS INC0.42%
INTERCONTINENTAL EXCHANGE INC0.42%
GE VERNOVA LLC0.42%
TRANE TECHNOLOGIES PLC0.40%
NEXTERA ENERGY INC0.39%
ORACLE CORP0.39%

SWPPX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP7.84%
APPLE INC6.47%
MICROSOFT CORP5.40%
AMAZON.COM INC3.93%
ALPHABET INC CL A3.32%
ALPHABET INC CL C2.66%
BROADCOM INC2.64%
META PLATFORMS INC CL A2.63%
TESLA INC2.04%
BERKSHIRE HATH-B1.49%
JPMORGAN CHASE and CO1.41%
LILLY ELI and CO1.39%
EXXON MOBIL CORP1.01%
JOHNSON&JOHNSON0.92%
VISA INC-CLASS A0.92%
WALMART INC0.88%
MICRON TECHNOLOGY INC0.79%
MASTERCARD INC CL A0.75%
COSTCO WHOLESALE CORP0.70%
ABBVIE INC0.67%
ADV MICRO DEVICE0.65%
HOME DEPOT INC0.63%
BANK OF AMERICA CORPORATION0.60%
PROCTER & GAMBLE0.60%
NETFLIX INC0.60%
PALANTIR TECHNOLOGIES INC0.57%
CHEVRON CORP0.57%
GENERAL ELECTRIC CO0.55%
CISCO SYSTEMS INC0.52%
CATERPILLAR INC0.52%
LAM RESEARCH CORP0.50%
COCA-COLA CO/THE0.49%
INTL BUS MACH CORP0.48%
WELLS FARGO & CO0.48%
GOLDMAN SACHS GROUP INC0.47%
PHILIP MORRIS INTL INC0.47%
ORACLE CORP0.47%
MERCK & CO0.46%
RTX CORP0.45%
UNITEDHEALTH GRP0.44%
APPLIED MATERIALS INC0.43%
MCDONALDS CORP0.38%
MORGAN STANLEY0.37%
THERMO FISHER SCIENTIFIC INC0.37%
LINDE PLC0.36%
PEPSICO INC0.35%
INTEL CORP0.35%
CITIGROUP INC0.35%
SALESFORCE INC0.34%
WALT DISNEY CO/T0.34%

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