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LBWIX vs MBOVX

Shared holdings
221
LBWIX covered by MBOVX
98.51%
MBOVX covered by LBWIX
98.51%

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.

LBWIX (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP4.95%●
JPMORGAN CHASE and CO4.79%●
JOHNSON&JOHNSON3.94%●
BANK OF AMERICA CORPORATION2.56%●
MORGAN STANLEY2.12%●
GOLDMAN SACHS GROUP INC2.11%●
WALT DISNEY CO/T2.06%●
WELLS FARGO & CO1.97%●
VERIZON COMMUNICATIONS INC1.84%●
AT&T INC1.79%●
QUALCOMM INC1.65%●
PROCTER & GAMBLE1.63%●
iShares Trust RUSSELL 1000 VALUE ETF1.63%●
PEPSICO INC1.61%●
AMGEN INC1.48%●
MERCK & CO1.46%●
LOWES COS INC1.45%●
CITIGROUP INC1.41%●
HCA HEALTHCARE INC1.39%●
ALTRIA GROUP INC1.33%●
GILEAD SCIENCES INC1.28%●
MICRON TECHNOLOGY INC1.25%●
NEWMONT CORP1.16%●
CHUBB LTD1.14%●
T-MOBILE US INC1.13%●
MEDTRONIC PLC1.12%●
FEDEX CORP1.04%●
AMERICAN EXPRESS CO1.03%●
3M CO0.92%●
TRAVELERS COS IN0.91%●
KINDER MORGAN INC0.90%●
PHILLIPS 660.89%●
UNITED PARCEL SERVICE INC CL B0.87%●
DUKE ENERGY CORP NEW0.83%●
SCHWAB CHARLES CORP0.81%●
EOG RESOURCES INC0.80%●
GENERAL DYNAMICS CORPORATION0.80%●
CVS HEALTH CORP0.78%●
META PLATFORMS INC CL A0.75%●
GENERAL MOTORS CO0.73%●
DIAMONDBACK ENERGY INC0.69%●
BANK OF NEW YORK MELLON CORP0.68%●
MONDELEZ INTL INC0.66%●
DELL TECHNOLOGIES INC CL C0.66%●
TARGET CORP0.65%●
Western Asset Premier Institutional US Treasury Reserves0.62%
CENCORA INC0.61%●
PNC FINANCIAL SERVICES GRP INC0.61%●
CORTEVA INC0.59%●
FORD MOTOR CO0.56%●

MBOVX (March 31, 2026)

SecurityWeight
EXXON MOBIL CORP5.16%●
JPMORGAN CHASE and CO4.63%●
JOHNSON&JOHNSON3.98%●
BANK OF AMERICA CORPORATION2.58%●
MORGAN STANLEY2.14%●
GOLDMAN SACHS GROUP INC2.12%●
WALT DISNEY CO/T2.05%●
iShares Trust RUSSELL 1000 VALUE ETF2.05%●
WELLS FARGO & CO1.97%●
VERIZON COMMUNICATIONS INC1.86%●
AT&T INC1.81%●
QUALCOMM INC1.64%●
PROCTER & GAMBLE1.63%●
PEPSICO INC1.60%●
AMGEN INC1.47%●
LOWES COS INC1.47%●
MERCK & CO1.45%●
CITIGROUP INC1.41%●
HCA HEALTHCARE INC1.33%●
ALTRIA GROUP INC1.32%●
GILEAD SCIENCES INC1.28%●
MICRON TECHNOLOGY INC1.25%●
NEWMONT CORP1.15%●
MEDTRONIC PLC1.14%●
T-MOBILE US INC1.13%●
CHUBB LTD1.12%●
AMERICAN EXPRESS CO1.01%●
FEDEX CORP0.98%●
3M CO0.92%●
KINDER MORGAN INC0.89%●
TRAVELERS COS IN0.88%●
PHILLIPS 660.87%●
UNITED PARCEL SERVICE INC CL B0.87%●
DUKE ENERGY CORP NEW0.83%●
GENERAL DYNAMICS CORPORATION0.82%●
EOG RESOURCES INC0.81%●
SCHWAB CHARLES CORP0.80%●
CVS HEALTH CORP0.78%●
META PLATFORMS INC CL A0.75%●
GENERAL MOTORS CO0.73%●
BANK OF NEW YORK MELLON CORP0.69%●
DIAMONDBACK ENERGY INC0.68%●
MONDELEZ INTL INC0.66%●
TARGET CORP0.65%●
DELL TECHNOLOGIES INC CL C0.65%●
CENCORA INC0.64%●
PNC FINANCIAL SERVICES GRP INC0.60%●
CORTEVA INC0.58%●
FORD MOTOR CO0.54%●
PFIZER INC0.54%●

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