Compare fund portfolios

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

vs

MWMZX vs NEFSX

Shared holdings
17
MWMZX covered by NEFSX
19.70%
NEFSX covered by MWMZX
19.70%

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.

MWMZX (March 31, 2026)

SecurityWeight
BRISTOL-MYERS SQUIBB CO2.90%
MONDELEZ INTL INC2.74%
CONSTELLATION BRANDS INC CL A2.73%
KENVUE INC2.66%
AIRBNB INC CLASS A2.63%
ZOETIS INC CL A2.62%
BROWN FORMAN CORP NON VTG CL B2.61%
ZIMMER BIOMET HO2.61%
FORTINET INC2.61%
CLOROX CO2.61%
MASCO CORPORATION2.54%
NVIDIA CORP2.50%
NXP SEMICONDUCTORS NV2.41%
OTIS WORLDWIDE CORP2.40%
DANAHER CORP2.39%
GE HEALTHCARE TECHNOLOGIES INC WI2.38%
LPL FINL HLDGS INC2.38%
NIKE INC CL B2.37%
TRANSUNION2.36%
TYLER TECHNOLOGIES INC2.26%
MICROSOFT CORP2.22%
BROADRIDGE FINL2.14%
ESTEE LAUDER COS INC CL A1.97%
NORTHROP GRUMMAN CORP1.66%
HUNTINGTON INGALLS INDUSTRIES INC1.60%
MOTOROLA SOLUTIONS INC1.57%
HERSHEY CO/THE1.55%
IDEX CORPORATION1.44%
UNITED PARCEL SERVICE INC CL B1.41%
PEPSICO INC1.40%
BLACKSTONE INC1.39%
WEST PHARMACEUTICAL SVCS INC1.35%
APPLIED MATERIALS INC1.35%
ENTEGRIS INC1.34%
US BANCORP DEL1.34%
SCHWAB CHARLES CORP1.33%
BOEING CO/THE1.32%
AGILENT TECHNOLOGIES INC1.31%
AMAZON.COM INC1.31%
PALO ALTO NETWORKS INC1.30%
THERMO FISHER SCIENTIFIC INC1.29%
CHIPOTLE MEXICAN GRILL INC1.27%
DATADOG INC CL A1.23%
VEEVA SYSTEMS-A1.20%
BROADCOM INC1.20%
MARKETAXESS HLDGS INC1.19%
WALT DISNEY CO/T1.19%
COPART INC1.18%
EQUIFAX INC1.16%
META PLATFORMS INC CL A1.14%

NEFSX (March 31, 2026)

SecurityWeight
NVIDIA CORP5.27%
ALPHABET INC CL A4.46%
TESLA INC3.35%
META PLATFORMS INC CL A3.13%
CONOCOPHILLIPS2.88%
NETFLIX INC2.85%
AMAZON.COM INC2.64%
PHILLIPS 662.39%
SALESFORCE INC2.38%
TARGA RESOURCES CORP2.10%
CITIGROUP INC2.05%
CORTEVA INC1.91%
STATE STREET CORP1.90%
WILLIS TOWERS WATSON PLC1.88%
BOEING CO/THE1.86%
MERCK & CO1.81%
AIRBNB INC CLASS A1.81%
INTERCONTINENTAL EXCHANGE INC1.80%
ORACLE CORP1.73%
KEURIG DR PEPPER INC1.71%
SCHWAB CHARLES CORP1.70%
BANK OF AMERICA CORPORATION1.68%
MONSTER BEVERAGE CORP1.67%
DELTA AIR LI1.62%
AMERICAN INTERNATIONAL GROUP1.61%
CAPITAL ONE FINANCIAL CORP1.56%
VISA INC-CLASS A1.56%
FISERV INC1.52%
UNION PACIFIC CORP1.45%
ELEVANCE HEALTH INC1.44%
ZIMMER BIOMET HO1.43%
GENERAL MOTORS CO1.27%
ALNYLAM PHARMACEUTICALS INC1.26%
FIXED INC CLEARING CORP.REPO1.22%
WELLS FARGO & CO1.20%
FIRST CITIZENS BANCSHARES INC CL A1.19%
NIKE INC CL B1.19%
REGENERON PHARMACEUTICALS INC1.14%
EQUIFAX INC1.12%
WARNER BROS DISCOVERY INC1.09%
GE HEALTHCARE TECHNOLOGIES INC WI1.09%
IQVIA HOLDINGS INC1.07%
ARM HOLDINGS LTD1.03%
MICROSOFT CORP1.02%
SHOPIFY INC CL A0.99%
AUTODESK INC0.99%
GLOBAL PAYMENTS INC0.92%
CBRE GROUP INC - CL A0.90%
CHARTER COMMUNICATIONS INC A0.89%
WALT DISNEY CO/T0.87%

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