Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
POIIX vs MCSE
Shared holdings
6
POIIX covered by MCSE
22.28%
MCSE covered by POIIX
22.28%
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.
POIIX (Jan. 30, 2026)
| Security | Weight | |
|---|---|---|
| ASML Holding NV | 7.80% | |
| MERCADOLIBRE INC | 6.61% | |
| SAP SE | 5.88% | |
| TOKYO ELECTRON | 5.81% | |
| Icon Public Limited Company | 5.14% | |
| SCHNEIDER ELECTR | 4.63% | |
| HDFC BANK LTD | 4.46% | |
| LONZA GROUP -REG | 4.28% | |
| INPOST SA | 3.84% | |
| AON PLC | 3.73% | |
| SAGE GROUP PLC/T | 3.64% | |
| NU HOLDINGS LTD/CAYMAN ISLANDS | 3.64% | |
| ADYEN NV | 3.50% | |
| TENCENT HOLDINGS LTD | 3.17% | |
| ASM INTL NV | 3.10% | |
| SHOPIFY INC CL A | 2.90% | |
| DISCO CORP | 2.80% | |
| ASTRAZENECA PLC | 2.69% | |
| MEDTRONIC PLC | 2.52% | |
| WILLIS TOWERS WATSON PLC | 2.51% | |
| DREY-GVT CSH-I | 2.04% | |
| ICICI BANK LTD | 1.92% | |
| SEA LTD ADR | 1.64% | |
| SAAB AB-B | 1.58% | |
| ON HOLDING AG | 1.58% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.56% | |
| SPOTIFY TECHNOLOGY SA | 1.54% | |
| Amadeus IT Holding, S.A. | 1.41% | |
| GLOBANT SA | 1.05% | |
| MITSUBISHI HEAVY INDS LTD | 1.05% | |
| RHEINMETALL AG | 1.00% | |
| MONDAY.COM LTD | 0.97% |
MCSE (Dec. 31, 2025)
| Security | Weight | |
|---|---|---|
| TSMC | 8.17% | |
| ASML Holding NV | 6.00% | |
| FERRARI NV | 5.59% | |
| LINDE PLC | 5.10% | |
| L'OREAL SA ORD | 5.02% | |
| METTLER-TOLEDO INTL INC | 4.94% | |
| TENCENT HOLDINGS LTD | 4.71% | |
| ADYEN NV | 4.58% | |
| ResMed, Inc. | 4.42% | |
| SCHNEIDER ELECTR | 4.41% | |
| ASSA ABLOY AB SER B | 4.22% | |
| KINGSPAN GROUP | 4.02% | |
| ATLAS COPCO-A | 3.53% | |
| Sartorius Stedim Biotech S.A. | 3.52% | |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 3.49% | |
| SAP SE | 3.18% | |
| NEMETSCHEK SE | 2.81% | |
| BE SEMICONDUCTOR | 2.76% | |
| MONCLER SPA | 2.72% | |
| NOVO NORDISK-B | 2.37% | |
| PARTNERS GROUP HOLDING AG COMMON STOCK | 2.08% | |
| GALDERMA GROUP A | 2.07% | |
| ASTRAZENECA PLC | 2.02% | |
| BABA-W | 1.97% | |
| FUJIKURA LTD | 1.89% | |
| TOWER SEMICONDCT | 1.87% | |
| CONSTELLATION SOFTWARE INC | 1.76% | |
| OXFORD NANOPOREI | 0.78% |
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