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GSESX vs IVW

Shared holdings
40
GSESX covered by IVW
51.14%
IVW covered by GSESX
51.14%

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.

GSESX (April 30, 2026)

SecurityWeight
APPLE INC7.66%
NVIDIA CORP7.63%
ALPHABET INC CL C5.39%
MICROSOFT CORP4.93%
AMAZON.COM INC4.60%
BROADCOM INC4.37%
META PLATFORMS INC CL A3.21%
JPMORGAN CHASE and CO2.39%
BERKSHIRE HATH-B2.21%
TESLA INC1.92%
MASTERCARD INC CL A1.69%
EXXON MOBIL CORP1.61%
TEXAS INSTRUMENTS INC1.59%
TJX COS INC1.30%
CVS HEALTH CORP1.26%
LILLY ELI and CO1.23%
SYNOPSYS INC1.23%
PALANTIR TECHNOLOGIES INC1.22%
LINDE PLC1.18%
BANK OF AMERICA CORPORATION1.17%
KIRBY CORP1.13%
VULCAN MATERIALS CO1.12%
ILLINOIS TOOL WORKS INC1.08%
LOEWS CORP1.06%
KINDER MORGAN INC1.03%
CLEAN HARBORS INC1.02%
CORNING INC0.99%
VERTEX PHARMACEUTICALS INC0.98%
T-MOBILE US INC0.94%
JOHNSON&JOHNSON0.90%
BORGWARNER INC0.87%
TYSON FOODS INC CL A0.87%
WELLTOWER INC0.84%
HOWMET AEROSPACE INC0.83%
XPO LOGISTICS INC0.81%
SYSCO CORP0.80%
DR HORTON INC0.80%
SYNCHRONY FINANCIAL0.80%
AMETEK INC NEW0.78%
ONEMAIN HOLDINGS INC0.75%
MUELLER INDUSTRIES INC0.73%
COCA-COLA CO/THE0.73%
METTLER-TOLEDO INTL INC0.71%
ORACLE CORP0.70%
AMERIPRISE FINANCIAL INC0.68%
FORTINET INC0.68%
WATSCO INC0.67%
MICRON TECHNOLOGY INC0.64%
CME GROUP INC CL A0.64%
HCA HEALTHCARE INC0.64%

IVW (March 31, 2026)

SecurityWeight
NVIDIA CORP14.60%
MICROSOFT CORP9.47%
APPLE INC6.42%
ALPHABET INC CL A5.77%
BROADCOM INC5.06%
ALPHABET INC CL C4.62%
META PLATFORMS INC CL A4.31%
AMAZON.COM INC3.72%
BERKSHIRE HATH-B3.03%
LILLY ELI and CO2.51%
TESLA INC2.23%
JPMORGAN CHASE and CO1.86%
NETFLIX INC1.40%
MICRON TECHNOLOGY INC1.31%
JOHNSON&JOHNSON1.20%
PALANTIR TECHNOLOGIES INC1.15%
ADV MICRO DEVICE1.14%
CATERPILLAR INC1.14%
VISA INC-CLASS A0.96%
MASTERCARD INC CL A0.94%
APPLIED MATERIALS INC0.93%
LAM RESEARCH CORP0.92%
RTX CORP0.89%
GE VERNOVA LLC0.81%
KLA CORP0.66%
ABBVIE INC0.61%
GOLDMAN SACHS GROUP INC0.57%
INTUITIVE SURGICAL INC0.56%
CISCO SYSTEMS INC0.56%
AMPHENOL CORPORATION CL A0.54%
GENERAL ELECTRIC CO0.53%
UBER TECHNOLOGIES INC0.51%
PHILIP MORRIS INTL INC0.50%
WELLTOWER INC0.48%
THE BOOKING HOLDINGS INC0.47%
ORACLE CORP0.45%
AMGEN INC0.44%
ARISTA NETWORKS INC0.44%
COCA-COLA CO/THE0.43%
MORGAN STANLEY0.42%
NEWMONT CORP0.41%
INTL BUS MACH CORP0.41%
AMERICAN EXPRESS CO0.38%
APPLOVIN CORP0.37%
CROWDSTRIKE HOLDINGS INC0.34%
TJX COS INC0.34%
MCDONALDS CORP0.34%
VERTIV HOLDINGS CO0.33%
SANDISK CORPORATION0.32%
GILEAD SCIENCES INC0.32%

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