Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
MCSDX vs NWHVX
Shared holdings
8
MCSDX covered by NWHVX
16.78%
NWHVX covered by MCSDX
16.78%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
MCSDX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVR INC | 5.51% | |
| PACCAR INC | 5.23% | |
| MARKEL GROUP INC | 5.14% | |
| M&T BANK CORP | 4.81% | |
| PROGRESSIVE CORP OHIO | 4.67% | |
| LINDE PLC | 4.67% | |
| CONSTELLATION SOFTWARE INC | 4.59% | |
| EXPEDITORS INTL OF WASH INC | 4.42% | |
| AMPHENOL CORPORATION CL A | 4.39% | |
| O'REILLY AUTOMOTIVE INC | 3.99% | |
| CREDIT ACCEPTANCE CORP | 3.92% | |
| BERKSHIRE HATH-B | 3.85% | |
| COPART INC | 3.73% | |
| CINTAS CORP | 3.61% | |
| OLD DOMINION FRT | 3.40% | |
| SHERWIN WILLIAMS CO | 3.22% | |
| WASTE CONNECTIONS INC | 2.79% | |
| WATSCO INC | 2.79% | |
| BROOKFIELD CORP CL A | 2.72% | |
| COSTCO WHOLESALE CORP | 2.70% | |
| DEERE & CO | 2.44% | |
| DANAHER CORP | 2.36% | |
| BROWN FORMAN CORP NON VTG CL B | 1.94% | |
| BALL CORP | 1.91% | |
| IDEX CORPORATION | 1.88% | |
| CDW CORPORATION | 1.85% | |
| NYLI U.S. Government Liquidity Fund | 1.62% | |
| PUBLIC STORAGE | 1.56% | |
| Short-Term Investment | 1.53% | |
| MSILF-GOVT-INS | 1.09% | |
| BROOKFIELD ASSET MANAGEMENT LTD A | 0.87% | |
| Invesco Government & Agency Portfolio, Institutional Class | 0.65% | |
| Lumine Group Inc | 0.16% |
NWHVX (April 30, 2026)
| Security | Weight | |
|---|---|---|
| KEYSIGHT TECHNOLOGIES INC | 6.14% | |
| AMPHENOL CORPORATION CL A | 5.38% | |
| O'REILLY AUTOMOTIVE INC | 5.10% | |
| MONOLITHIC POWER SYS INC | 4.59% | |
| ROLLINS INC | 3.99% | |
| HEICO CORP CL A | 3.91% | |
| CADENCE DESIGN SYSTEMS INC | 3.85% | |
| AXON ENTERPRISE INC | 3.44% | |
| IDEXX LABS INC | 3.14% | |
| BURLINGTON STORES INC | 3.11% | |
| STERIS PLC | 2.98% | |
| ADVANCED DRAINAGE SYSTEMS INC | 2.79% | |
| IDEX CORPORATION | 2.67% | |
| INTERCONTINENTAL EXCHANGE INC | 2.66% | |
| TYLER TECHNOLOGIES INC | 2.58% | |
| VERISK ANALYTICS INC | 2.46% | |
| VULCAN MATERIALS CO | 2.23% | |
| WATSCO INC | 2.19% | |
| OLD DOMINION FRT | 2.18% | |
| REPLIGEN CORP | 2.15% | |
| COPART INC | 2.14% | |
| DATADOG INC CL A | 2.13% | |
| CHURCH & DWIGHT | 2.11% | |
| HEALTHEQUITY INC | 1.83% | |
| RAYMOND JAMES FINANCIAL INC. | 1.80% | |
| BROADRIDGE FINL | 1.75% | |
| POOL CORP | 1.55% | |
| ROPER TECHNOLOGIES INC | 1.40% | |
| UL SOLUTIONS INC CL A | 1.38% | |
| RYAN SPECIALTY HOLDINGS INC | 1.37% | |
| ULTA BEAUTY INC | 1.34% | |
| API GROUP CORP | 1.26% | |
| INTUIT INC | 1.23% | |
| DEXCOM INC | 1.09% | |
| COSTAR GROUP INC | 1.07% | |
| EPAM SYSTEMS INC | 0.85% | |
| TRIMBLE INC | 0.83% | |
| COOPER COS INC | 0.78% | |
| BENTLEY SYSTEM-B | 0.71% | |
| SS&C TECHNOLOGIE | 0.68% | |
| GENERAC HOLDINGS INC | 0.64% | |
| ALIGN TECHNOLOGY INC | 0.64% | |
| VEEVA SYSTEMS-A | 0.61% | |
| FRESHPET INC | 0.60% | |
| GARTNER INC | 0.56% | |
| HUBSPOT INC | 0.55% | |
| COGNEX CORP | 0.44% | |
| Treasury Repurchase Agreement | 0.32% | |
| FORTUNE BRANDS INNOVATIONS INC | 0.31% | |
| CHARLES RIVER LABS INTL INC | 0.25% |
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