Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
KTCAX vs IGM
Shared holdings
39
KTCAX covered by IGM
62.41%
IGM covered by KTCAX
62.41%
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.
KTCAX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 10.69% | |
| MICROSOFT CORP | 8.55% | |
| BROADCOM INC | 7.89% | |
| APPLE INC | 6.32% | |
| ALPHABET INC CL A | 5.67% | |
| META PLATFORMS INC CL A | 5.28% | |
| ALPHABET INC CL C | 4.49% | |
| LAM RESEARCH CORP | 2.79% | |
| AMPHENOL CORPORATION CL A | 2.22% | |
| ORACLE CORP | 2.20% | |
| ARISTA NETWORKS INC | 2.08% | |
| MICRON TECHNOLOGY INC | 1.90% | |
| ASML HOLDING-NY | 1.78% | |
| CIENA CORP | 1.71% | |
| CROWDSTRIKE HOLDINGS INC | 1.53% | |
| ANALOG DEVICES INC | 1.47% | |
| MONGODB INC CL A | 1.46% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.41% | |
| CADENCE DESIGN SYSTEMS INC | 1.39% | |
| SHOPIFY INC CL A | 1.36% | |
| SERVICENOW INC | 1.33% | |
| MOTOROLA SOLUTIONS INC | 1.30% | |
| SNOWFLAKE INC CL A | 1.29% | |
| INTUIT INC | 1.22% | |
| CLOUDFLARE INC-A | 1.21% | |
| BLOOM ENERGY CORP CL A | 1.20% | |
| SYNOPSYS INC | 1.14% | |
| MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC | 1.12% | |
| MARVELL TECHNOLOGY INC | 1.11% | |
| APPLIED MATERIALS INC | 1.00% | |
| CHECK POINT SOFTWARE TECHS LTD | 0.98% | |
| PALANTIR TECHNOLOGIES INC | 0.95% | |
| TEXAS INSTRUMENTS INC | 0.94% | |
| BWX TECHNOLOGIES INC | 0.94% | |
| QUANTA SVCS INC | 0.80% | |
| LILLY ELI and CO | 0.78% | |
| MASTERCARD INC CL A | 0.74% | |
| UBER TECHNOLOGIES INC | 0.64% | |
| VERISK ANALYTICS INC | 0.63% | |
| DYNATRACE INC | 0.63% | |
| SANDISK CORPORATION | 0.57% | |
| DWS Central Cash Management Government Fund | 0.55% | |
| BYD COMPANY LTD H | 0.54% | |
| APPLOVIN CORP | 0.53% | |
| ADV MICRO DEVICE | 0.51% | |
| THERMO FISHER SCIENTIFIC INC | 0.48% | |
| ATLASSIAN CORP PLC CLS A | 0.47% | |
| BOX INC- CLASS A | 0.45% | |
| PEGASYSTEMS INC | 0.44% | |
| GUIDEWIRE SOFTWARE INC | 0.44% |
IGM (March 31, 2026)
| Security | Weight | |
|---|---|---|
| APPLE INC | 8.65% | |
| NVIDIA CORP | 8.34% | |
| MICROSOFT CORP | 8.13% | |
| BROADCOM INC | 8.06% | |
| ALPHABET INC CL A | 4.60% | |
| META PLATFORMS INC CL A | 4.11% | |
| ALPHABET INC CL C | 3.68% | |
| NETFLIX INC | 2.64% | |
| MICRON TECHNOLOGY INC | 2.48% | |
| PALANTIR TECHNOLOGIES INC | 2.18% | |
| ADV MICRO DEVICE | 2.16% | |
| CISCO SYSTEMS INC | 2.00% | |
| APPLIED MATERIALS INC | 1.77% | |
| LAM RESEARCH CORP | 1.74% | |
| ORACLE CORP | 1.62% | |
| INTL BUS MACH CORP | 1.48% | |
| INTEL CORP | 1.35% | |
| KLA CORP | 1.26% | |
| BlackRock Cash Funds: Institutional, SL Agency Shares | 1.25% | |
| TEXAS INSTRUMENTS INC | 1.15% | |
| SALESFORCE INC | 1.14% | |
| ANALOG DEVICES INC | 1.01% | |
| AMPHENOL CORPORATION CL A | 1.01% | |
| SHOPIFY INC CL A | 0.95% | |
| QUALCOMM INC | 0.89% | |
| PALO ALTO NETWORKS INC | 0.84% | |
| ARISTA NETWORKS INC | 0.83% | |
| ACCENTURE PLC CL A | 0.79% | |
| INTUIT INC | 0.78% | |
| SERVICENOW INC | 0.71% | |
| APPLOVIN CORP | 0.70% | |
| CORNING INC | 0.69% | |
| ADOBE INC | 0.65% | |
| CROWDSTRIKE HOLDINGS INC | 0.64% | |
| SANDISK CORPORATION | 0.61% | |
| WESTERN DIGITAL CORP | 0.60% | |
| MARVELL TECHNOLOGY INC | 0.56% | |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.56% | |
| SYNOPSYS INC | 0.49% | |
| CADENCE DESIGN SYSTEMS INC | 0.49% | |
| MOTOROLA SOLUTIONS INC | 0.47% | |
| CLOUDFLARE INC-A | 0.43% | |
| TE CONNECTIVITY PLC | 0.40% | |
| CIENA CORP | 0.36% | |
| MONOLITHIC POWER SYS INC | 0.35% | |
| FORTINET INC | 0.34% | |
| SNOWFLAKE INC CL A | 0.34% | |
| AUTODESK INC | 0.33% | |
| LUMENTUM HOLDINGS INC | 0.33% | |
| NXP SEMICONDUCTORS NV | 0.32% |
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