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PPIMX vs SWMCX

Shared holdings
285
PPIMX covered by SWMCX
23.50%
SWMCX covered by PPIMX
23.50%

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.

PPIMX (July 31, 2025)

SecurityWeight
HILTON WORLDWIDE HOLDINGS INC2.10%●
DRAFTKINGS INC1.87%●
Principal Government Money Market Fund - Class R-61.86%
CASEY'S GENERAL1.85%●
ROYAL CARIBBEAN1.76%
VERTIV HOLDINGS CO1.75%●
TYLER TECHNOLOGIES INC1.75%●
DATADOG INC CL A1.73%●
MONOLITHIC POWER SYS INC1.65%●
DEXCOM INC1.59%●
ARES MANAGEMENT CORP CL A1.50%●
VEEVA SYSTEMS-A1.49%●
PTC INC1.42%●
FERGUSON ENTERPRISES INC1.42%●
SHIFT4 PAYMENTS INC1.42%●
DUTCH BROS INC-A1.37%●
AXON ENTERPRISE INC1.31%●
CENCORA INC1.30%●
INSULET CORP1.25%●
WINGSTOP INC1.24%●
BROADRIDGE FINL1.24%●
HUBSPOT INC1.23%●
VISTRA CORP1.22%●
RB GLOBAL INC1.21%●
CARVANA CO CL A1.19%●
LPL FINL HLDGS INC1.15%●
CLOUDFLARE INC-A1.15%●
LIVE NATION ENTERTAINMENT INC1.13%●
ROBLOX CORP - A1.13%●
BWX TECHNOLOGIES INC1.09%●
WESTINGHOUSE AIR BRAKE TECH CORP1.03%●
MSCI INC1.02%●
CHURCHILL DOWNS INC0.99%●
RESMED INC0.98%●
HEICO CORP0.97%●
PENUMBRA INC0.97%●
ROLLINS INC0.95%●
RAYMOND JAMES FINANCIAL INC.0.94%●
LENNOX INTL INC0.92%●
EQUIFAX INC0.89%●
CAVA GROUP INC0.89%●
COSTAR GROUP INC0.88%●
ELF BEAUTY INC0.86%●
WASTE CONNECTIONS INC0.86%
EQUITABLE HOLDINGS INC0.85%●
TREX CO INC0.82%●
FASTENAL CO0.82%●
BURLINGTON STORES INC0.80%●
CORPAY INC0.79%●
ZEBRA TECHNOLOGIES CORP CL A0.78%●

SWMCX (Jan. 31, 2026)

SecurityWeight
WESTERN DIGITAL CORP0.66%
BANK OF NEW YORK MELLON CORP0.65%●
HOWMET AEROSPACE INC0.65%●
ROYAL CARIBBEAN CRUISES LTD0.64%
CORNING INC0.62%
CUMMINS INC0.62%●
SANDISK CORPORATION0.60%
ROBINHOOD MARKETS INC0.57%●
VERTIV HOLDINGS CO0.55%●
QUANTA SVCS INC0.54%●
HILTON WORLDWIDE HOLDINGS INC0.53%●
CENCORA INC0.51%●
WARNER BROS DISCOVERY INC0.50%
L3HARRIS TECHNOLOGIES INC0.50%
SIMON PROPERTY0.48%●
State Street Navigator Securities Lending Portfolio II0.47%
ROSS STORES INC0.47%●
KINDER MORGAN INC0.46%
PHILLIPS 660.45%●
DIGITAL REALTY TRUST INC0.44%
REALTY INCOME CORP REIT0.43%
CLOUDFLARE INC-A0.43%●
BAKER HUGHES CO0.43%●
VALERO ENERGY CORP0.43%
CARVANA CO CL A0.42%●
FORD MOTOR CO0.42%
MARATHON PETROLEUM CORP0.41%
VISTRA CORP0.41%●
IDEXX LABS INC0.41%●
ALLSTATE CORPORATION0.41%
MONOLITHIC POWER SYS INC0.40%●
AMETEK INC NEW0.40%
ELECTRONIC ARTS INC0.40%
CARDINAL HEALTH INC0.40%●
CBRE GROUP INC - CL A0.39%●
CORTEVA INC0.39%●
FASTENAL CO0.39%●
UNITED RENTALS INC0.38%
ONEOK INC0.38%
AMERIPRISE FINANCIAL INC0.38%●
FERGUSON ENTERPRISES INC0.37%●
ROCKWELL AUTOMATION INC0.37%●
WW GRAINGER INC0.37%●
ANGLOGOLD ASHANTI PLC0.36%
EXELON CORP0.35%
CHENIERE ENERGY INC0.35%●
XCEL ENERGY INC0.35%
MSCI INC0.34%●
NASDAQ INC0.34%
COINBASE GLOBAL INC0.34%●

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