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IDAT vs PWB

Shared holdings
9
IDAT covered by PWB
19.65%
PWB covered by IDAT
19.65%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IDAT (July 31, 2025)

SecurityWeight
SEAGATE TECHNOLOGY HOLDINGS PLC3.84%
BROADCOM INC3.82%
SUPER MICRO COMPUTER INC3.66%
ADV MICRO DEVICE3.23%
CORNING INC3.15%
NVIDIA CORP3.06%
CIENA CORP3.01%
VERTIV HOLDINGS CO2.76%
NUTANIX INC CL A2.76%
ARISTA NETWORKS INC2.74%
WESTERN DIGITAL CORP2.73%
INFINEON TECH2.71%
MEDIATEK2.57%
MICRON TECHNOLOGY INC2.55%
CROWN CASTLE INC2.52%
AMERICAN TOWER CORP2.48%
QORVO INC2.48%
SBA COMMUNICATIONS CORP2.47%
CELLNEX TELECOM2.41%
INTEL CORP2.34%
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC2.33%
NXP SEMICONDUCTORS NV2.33%
PURE STORAGE INC CL A2.32%
KEYSIGHT TECHNOLOGIES INC2.32%
DYNATRACE INC2.22%
NOKIA OYJ2.22%
QUALCOMM INC2.18%
MURATA MFG CO2.18%
DATADOG INC CL A2.13%
ERICSSON (LM) TELE CO CL B2.10%
DUPONT DE NEMOURS INC2.09%
SKYWORKS SOLUTIONS INC1.82%
CHINA TOWER CO-H1.80%
MARVELL TECHNOLOGY INC1.72%
AKAMAI TECHNOLOGIES INC1.69%
BELDEN INC1.55%
ECHOSTAR CORP CL A1.32%
KYNDRYL HOLDINGS INC1.29%
INFRASTRUTTURE W1.27%
ELASTIC NV1.14%
LUMENTUM HOLDINGS INC1.12%
WIWYNN CORP1.03%
NORDIC SEMICOND0.70%
NETLINK NBN TRUS0.65%
SOITEC0.33%
COMPUTACENTER PL0.29%
MEGAPORT LTD0.25%
HFCL LTD0.24%
BlackRock Cash Funds: Treasury, SL Agency Shares0.11%

PWB (Jan. 31, 2026)

SecurityWeight
MICRON TECHNOLOGY INC5.48%
META PLATFORMS INC CL A3.46%
WALMART INC3.39%
ADV MICRO DEVICE3.26%
ALPHABET INC CL A3.14%
COSTCO WHOLESALE CORP3.14%
AMAZON.COM INC3.13%
NVIDIA CORP3.10%
GENERAL ELECTRIC CO3.09%
MASTERCARD INC CL A2.96%
VISA INC-CLASS A2.89%
APPLE INC2.78%
MICROSOFT CORP2.69%
PALANTIR TECHNOLOGIES INC2.67%
BROADCOM INC2.60%
WESTERN DIGITAL CORP2.10%
SEAGATE TECHNOLO2.04%
LAM RESEARCH CORP1.97%
Southern Copper Corporation COM USD0.011.90%
Invesco Private Prime Fund1.69%
INTEL CORP1.65%
COREWEAVE INC1.61%
MONOLITHIC POWER SYS INC1.60%
KLA CORP1.59%
CORNING INC1.59%
ARISTA NETWORKS INC1.47%
RTX CORP1.47%
SCHWAB CHARLES CORP1.46%
Invesco Private Government Fund1.42%
VERTIV HOLDINGS CO1.40%
MONSTER BEVERAGE CORP1.40%
NASDAQ INC1.39%
FASTENAL CO1.39%
HILTON WORLDWIDE HOLDINGS INC1.38%
FERGUSON ENTERPRISES INC1.33%
AMPHENOL CORPORATION CL A1.33%
JOHNSON CONTROLS1.32%
HOWMET AEROSPACE INC1.32%
FORTINET INC1.29%
TE CONNECTIVITY1.28%
TJX COS INC1.28%
O'REILLY AUTOMOTIVE INC1.26%
UBIQUITI INC1.26%
MCKESSON CORP1.21%
TAKE-TWO INTERACTV SOFTWR INC1.17%
CLOUDFLARE INC-A1.16%
IDEXX LABS INC1.14%
ROBINHOOD MARKETS INC1.10%
VEEVA SYSTEMS-A1.10%
Spotify Technology SA1.08%

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