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MFSV vs SWDSX

Shared holdings
24
MFSV covered by SWDSX
34.74%
SWDSX covered by MFSV
34.74%

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.

MFSV (Feb. 28, 2026)

SecurityWeight
JPMORGAN CHASE and CO4.29%
MCKESSON CORP3.67%
EXXON MOBIL CORP3.18%
PROGRESSIVE CORP OHIO3.17%
THE CIGNA GROUP2.86%
KLA CORP2.67%
DUKE ENERGY CORP NEW2.54%
CHEVRON CORP2.37%
UNION PACIFIC CORP2.35%
TRAVELERS COS IN2.34%
MORGAN STANLEY2.33%
ANALOG DEVICES INC2.32%
RTX CORP2.28%
PROLOGIS INC REIT2.21%
SOUTHERN CO2.08%
BOEING CO/THE2.06%
CITIGROUP INC1.90%
ABBOTT LABS1.89%
CONOCOPHILLIPS1.78%
GENERAL DYNAMICS CORPORATION1.78%
ABBVIE INC1.75%
AMERICAN EXPRESS CO1.75%
HOME DEPOT INC1.74%
DOMINION ENERGY INC1.69%
NORTHROP GRUMMAN CORP1.66%
HILTON WORLDWIDE HOLDINGS INC1.64%
MARSH & MCLENNAN1.63%
JOHNSON&JOHNSON1.60%
NASDAQ INC1.59%
NXP SEMICONDUCTORS NV1.58%
ALLIANT ENERGY CORPORATION1.57%
PACCAR INC1.56%
BANK OF AMERICA CORPORATION1.46%
KKR & CO INC1.44%
ACCENTURE PLC CL A1.43%
PROCTER & GAMBLE1.41%
AON PLC1.39%
EATON CORP PLC1.34%
WELLS FARGO & CO1.34%
ILLINOIS TOOL WORKS INC1.29%
EQUIFAX INC1.29%
XCEL ENERGY INC1.27%
ELEVANCE HEALTH INC1.24%
CMS ENERGY CORP1.10%
HONEYWELL INTL INC1.08%
PHILIP MORRIS INTL INC1.04%
MONDELEZ INTL INC1.01%
PFIZER INC0.99%
CRH PLC0.94%
TEXAS INSTRUMENTS INC0.94%

SWDSX (Jan. 31, 2026)

SecurityWeight
MORGAN STANLEY3.87%
JPMORGAN CHASE and CO3.73%
WALMART INC3.59%
EXXON MOBIL CORP3.45%
BROADCOM INC3.23%
PHILIP MORRIS INTL INC3.07%
COCA-COLA CO/THE2.98%
LOCKHEED MARTIN CORP2.79%
INTL BUS MACH CORP2.74%
JOHNSON&JOHNSON2.67%
BLACKROCK INC2.55%
MICROSOFT CORP2.52%
DUKE ENERGY CORP NEW2.52%
ALPHABET INC CL A2.47%
CHEVRON CORP2.45%
ABBVIE INC2.18%
PROCTER & GAMBLE2.03%
MCDONALDS CORP2.00%
VERIZON COMMUNICATIONS INC1.99%
PARKER HANNIFIN CORP1.98%
TJX COS INC1.95%
CISCO SYSTEMS INC1.91%
BANK OF AMERICA CORPORATION1.86%
HOME DEPOT INC1.84%
NEXTERA ENERGY INC1.43%
MEDTRONIC PLC1.42%
RTX CORP1.41%
FIDELITY NATL INFORM SVCS INC1.39%
VISA INC-CLASS A1.31%
ALLSTATE CORPORATION1.30%
KINDER MORGAN INC1.29%
ABBOTT LABS1.28%
PNC FINANCIAL SERVICES GRP INC1.27%
COMCAST CORP CL A1.26%
ELEVANCE HEALTH INC1.13%
PUBLIC STORAGE1.12%
APPLE INC1.10%
EOG RESOURCES INC1.09%
TRUIST FINL CORP1.09%
CATERPILLAR INC1.07%
TEXAS INSTRUMENTS INC1.05%
BECTON DICKINSON and CO1.03%
EVERSOURCE ENERGY0.90%
MERCK & CO0.90%
FASTENAL CO0.87%
ACCENTURE PLC CL A0.86%
ALTRIA GROUP INC0.86%
GENERAL DYNAMICS CORPORATION0.86%
PROGRESSIVE CORP OHIO0.85%
LAMAR ADVERTISING CO CL A0.84%

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