Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

LSWWX vs AFDIX

Shared holdings
20
LSWWX covered by AFDIX
25.26%
AFDIX covered by LSWWX
25.26%

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.

LSWWX (March 31, 2026)

SecurityWeight
NVIDIA CORP5.56%
THE BOOKING HOLDINGS INC4.73%
TSMC3.44%
AMAZON.COM INC3.36%
ALPHABET INC CL A2.98%
ASML Holding NV2.97%
MASTERCARD INC CL A2.79%
S&P GLOBAL INC2.74%
PARKER HANNIFIN CORP2.13%
HILTON WORLDWIDE HOLDINGS INC2.04%
TRANE TECHNOLOGIES PLC1.96%
BLACKROCK INC1.88%
COSTCO WHOLESALE CORP1.83%
KLA CORP1.81%
O'REILLY AUTOMOTIVE INC1.80%
JPMORGAN CHASE and CO1.75%
GOLDMAN SACHS GROUP INC1.70%
CUMMINS INC1.67%
FIXED INC CLEARING CORP.REPO1.57%
ATLAS COPCO-A1.50%
SCHNEIDER ELECTR1.48%
NOMURA RESEARCH1.45%
LINDE PLC1.42%
ROPER TECHNOLOGIES INC1.41%
HOME DEPOT INC1.39%
PROGRESSIVE CORP OHIO1.39%
AIRBNB INC CLASS A1.29%
METTLER-TOLEDO INTL INC1.26%
LONDON STOCK EXCHANGE GRP PLC1.19%
Halma PLC1.18%
DANAHER CORP0.98%
EchoStar Corp0.90%
EXPEDIA INC0.68%
SOUTH AFRICA REPUBLIC OF 7.1% 11/19/2036 144A0.67%
CGI INC0.67%
TYLER TECHNOLOGIES INC0.60%
UNITED KINGDOM GILT 4.250000% 07/31/20340.59%
US TREASURY N/B0.58%
US TREASURY N/B0.58%
CONSTELLATION SOFTWARE INC0.56%
GLENCORE FDG LLC0.56%
AUSTRALIAN GOVT.0.52%
NEW ZEALAND GVT0.47%
Canadian Government Bond0.46%
UNITEDHEALTH GRP0.40%
UNITED KINGDOM GILT GBP REG S 4.125% 07-22-290.40%
SALESFORCE INC0.39%
LVMH MOET HENNESSY LOUIS VUITTON SE0.38%
JAPAN GOVT 10-YR0.37%
Segretariato Generale Della Presidenza Della Repubblica0.32%

AFDIX (Jan. 31, 2026)

SecurityWeight
NVIDIA CORP8.55%
MICROSOFT CORP6.68%
ALPHABET INC CL A6.46%
APPLE INC4.75%
AMAZON.COM INC3.76%
BROADCOM INC3.12%
META PLATFORMS INC CL A2.43%
NEXTERA ENERGY INC1.69%
MASTERCARD INC CL A1.67%
TESLA INC1.60%
INTL BUS MACH CORP1.53%
JPMORGAN CHASE and CO1.51%
LILLY ELI and CO1.50%
BANK OF AMERICA CORPORATION1.43%
HOME DEPOT INC1.36%
REGIONS FINANCIAL CORP1.31%
ANALOG DEVICES INC1.26%
CUMMINS INC1.12%
TJX COS INC1.07%
PROCTER & GAMBLE1.06%
S&P GLOBAL INC1.04%
WELLTOWER INC1.02%
PROLOGIS INC REIT1.02%
LINDE PLC0.96%
AMERICAN EXPRESS CO0.95%
DANAHER CORP0.95%
ABBVIE INC0.95%
CADENCE DESIGN SYSTEMS INC0.91%
GILEAD SCIENCES INC0.90%
WILLIAMS COS INC0.88%
GOLDMAN SACHS GROUP INC0.87%
VISA INC-CLASS A0.87%
APPLIED MATERIALS INC0.85%
SLB LTD0.81%
THE CIGNA GROUP0.80%
HONEYWELL INTL INC0.78%
XYLEM INC0.78%
TRANE TECHNOLOGI0.77%
SYSCO CORP0.77%
MORGAN STANLEY0.75%
PEPSICO INC0.75%
MOTOROLA SOLUTIONS INC0.75%
EATON CORP PLC0.74%
THERMO FISHER SCIENTIFIC INC0.73%
JOHNSON CONTROLS0.71%
MARRIOTT INTL-A0.70%
METLIFE INC0.69%
NETFLIX INC0.69%
CHENIERE ENERGY INC0.67%
COSTCO WHOLESALE CORP0.67%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.