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FIVUX vs GSMCX

Shared holdings
22
FIVUX covered by GSMCX
21.46%
GSMCX covered by FIVUX
21.46%

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.

FIVUX (March 31, 2026)

SecurityWeight
TARGA RESOURCES CORP1.87%
CIENA CORP1.75%
ROSS STORES INC1.74%
REGAL REXNORD CORP1.65%
ITT INC1.64%
TERADYNE INC1.64%
VALERO ENERGY CORP1.63%
MARRIOTT INTL-A1.63%
TWILIO INC CLASS A1.58%
L3HARRIS TECHNOLOGIES INC1.52%
XCEL ENERGY INC1.51%
CURTISS WRIGHT CORPORATION1.51%
CMS ENERGY CORP1.47%
KEYSIGHT TECHNOLOGIES INC1.45%
MASTEC INC1.44%
COTERRA ENERGY INC1.43%
CACI INTL-A1.41%
OSHKOSH CORP1.40%
TD SYNNEX CORP1.40%
JOHNSON CONTROLS INTERNATIONAL PLC1.39%
AMETEK INC NEW1.37%
EXPAND ENERGY CORP1.32%
RAYMOND JAMES FINANCIAL INC.1.31%
WEC ENERGY GROUP INC1.30%
COLUMBIA BANKING SYSTEMS INC1.29%
OLD NATL BANCORP1.26%
RELIANCE STEEL and ALUMINUM CO1.25%
WESCO INTL1.23%
STATE STREET CORP1.21%
VULCAN MATERIALS CO1.20%
CITIZENS FINANCIAL GROUP INC1.17%
AGILENT TECHNOLOGIES INC1.17%
ALLY FINANCIAL INC1.16%
EDISON INTL1.15%
CHENIERE ENERGY INC1.14%
NEXTRACKER INC CL A1.13%
WILLIS TOWERS WATSON PLC1.13%
AXIS CAPITAL HOLDINGS LTD1.13%
QUANTA SVCS INC1.12%
REINSURANCE GROUP OF AMERICA1.12%
VENTAS INC REIT1.12%
SYNCHRONY FINANCIAL1.10%
FLEX LTD1.10%
US FOODS HOLDING CORP1.09%
AFFIL MANAGERS1.09%
ASSURANT INC1.08%
NRG ENERGY INC1.08%
AKAMAI TECHNOLOGIES INC1.08%
DELTA AIR LI1.08%
UNITED RENTALS INC1.07%

GSMCX (Feb. 28, 2026)

SecurityWeight
UNITED RENTALS INC2.68%
COCA-COLA EUROPA2.62%
L3HARRIS TECHNOLOGIES INC2.44%
ROCKWELL AUTOMATION INC2.35%
MARTIN MAR MTLS2.15%
DIGITAL REALTY TRUST INC2.09%
ROSS STORES INC2.07%
UNITED AIRLINES HOLDINGS INC1.93%
AMETEK INC NEW1.88%
COHERENT CORP1.81%
CENCORA INC1.73%
EBAY INC1.71%
NISOURCE INC1.70%
OLD DOMINION FRT1.70%
QUEST DIAGNOSTICS INC1.65%
INTL PAPER CO1.64%
PHILLIPS 661.62%
PERFORMANCE FOOD GROUP CO1.60%
FASTENAL CO1.57%
FIFTH THIRD BANCORP1.46%
WESTERN DIGITAL CORP1.42%
VICI PROPERTIES1.42%
PPL CORPORATION1.36%
PUB SERV ENTERP1.34%
AGILENT TECHNOLOGIES INC1.31%
RAYMOND JAMES FINANCIAL INC.1.28%
EXPAND ENERGY CORP1.27%
INVESCO LTD1.25%
CMS ENERGY CORP1.25%
AVALONBAY COMMUNITIES INC REIT1.24%
STANLEY BLACK and DECKER INC1.20%
LENNAR CORP CL A1.20%
CASEY'S GENERAL1.19%
MIRION TECHNOLOGIES INC-A1.18%
MID AMERICA APT CMNTY INC1.18%
TERADYNE INC1.14%
INGERSOLL RAND INC1.14%
STEEL DYNAMICS INC1.14%
EQUITABLE HOLDINGS INC1.13%
BKV CORPORATION1.12%
BUILDERS FIRSTSOURCE1.10%
RPM INTL INC1.09%
GLOBE LIFE INC1.08%
SYNCHRONY FINANCIAL1.07%
ROCKET COS INC-A1.03%
CBRE GROUP INC - CL A1.01%
AMERICAN FINL GROUP INC OHIO1.01%
APTIV PLC0.99%
DT MIDSTREAM INC0.99%
OMNICOM GROUP INC0.99%

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