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MFSIX vs CADVX

Shared holdings
17
MFSIX covered by CADVX
31.98%
CADVX covered by MFSIX
31.98%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 32 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

MFSIX (Jan. 31, 2025)

SecurityWeight
ALPHABET INC CL C7.51%
MICROSOFT CORP7.50%
LILLY ELI and CO6.16%
COSTCO WHOLESALE CORP5.35%
APPLE INC4.51%
AMAZON.COM INC4.48%
VISA INC-CLASS A4.42%
JPMORGAN CHASE and CO3.74%
ORACLE CORP3.71%
NEXTERA ENERGY INC3.60%
UNITEDHEALTH GRP3.36%
PROGRESSIVE CORP OHIO3.08%
State Street Navigator Securities Lending Portfolio II2.93%
ACCENTURE PLC CL A2.91%
TJX COS INC2.78%
LINDE PLC2.75%
AGILENT TECHNOLOGIES INC2.68%
US BANCORP DEL2.37%
HOME DEPOT INC2.33%
DANAHER CORP2.31%
QUALCOMM INC2.23%
TEXAS INSTRUMENTS INC2.20%
ECOLAB INC2.19%
BLACKROCK INC2.15%
EQUIFAX INC2.03%
ANALOG DEVICES INC1.93%
KEYSIGHT TECHNOLOGIES INC1.88%
TE CONNECTIVITY PLC1.88%
SCHWAB CHARLES CORP1.83%
ADOBE INC1.24%
UNION PACIFIC CORP1.20%
VERTEX PHARMACEUTICALS INC0.74%

CADVX (July 31, 2025)

SecurityWeight
NVIDIA CORP8.61%
MICROSOFT CORP7.79%
APPLE INC5.73%
AMAZON.COM INC4.25%
ALPHABET INC CL C3.80%
META PLATFORMS INC CL A3.37%
BROADCOM INC3.15%
JPMORGAN CHASE and CO2.27%
TESLA INC1.62%
MASTERCARD INC CL A1.59%
ORACLE CORP1.42%
VISA INC-CLASS A1.40%
NETFLIX INC1.38%
LILLY ELI and CO1.38%
State Street Navigator Securities Lending Government Money Market Portfolio1.36%
COSTCO WHOLESALE CORP1.29%
WALMART INC1.27%
WELLS FARGO & CO1.24%
EXXON MOBIL CORP1.21%
BANK OF AMERICA CORPORATION1.12%
THE BOOKING HOLDINGS INC1.09%
NORFOLK SOUTHERN CORP1.07%
PARKER HANNIFIN CORP0.99%
VISTRA CORP0.95%
GE VERNOVA LLC0.93%
MARATHON PETROLEUM CORP0.93%
GENERAL ELECTRIC CO0.91%
LINDE PLC0.89%
TJX COS INC0.88%
AMERICAN EXPRESS CO0.83%
INTUIT INC0.83%
SERVICENOW INC0.83%
Boeing Co. (The), Conv. Pfd.0.82%
ABBVIE INC0.81%
RTX CORP0.79%
ABBOTT LABS0.79%
JOHNSON&JOHNSON0.77%
GOLDMAN SACHS GROUP INC0.76%
BOSTON SCIENTIFIC CORP0.76%
PALANTIR TECHNOLOGIES INC0.75%
WELLTOWER INC0.73%
PROCTER & GAMBLE0.67%
HOME DEPOT INC0.66%
PHILIP MORRIS INTL INC0.66%
PPL CORPORATION0.64%
COCA-COLA CO/THE0.64%
VULCAN MATERIALS CO0.64%
S&P GLOBAL INC0.63%
WALT DISNEY CO/T0.62%
SHERWIN WILLIAMS CO0.60%

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