Compare fund portfolios

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

vs

PWB vs GARP

Shared holdings
30
PWB covered by GARP
42.86%
GARP covered by PWB
42.86%

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.

PWB (Jan. 31, 2026)

SecurityWeight
MICRON TECHNOLOGY INC5.48%
META PLATFORMS INC CL A3.46%
WALMART INC3.39%
ADV MICRO DEVICE3.26%
ALPHABET INC CL A3.14%
COSTCO WHOLESALE CORP3.14%
AMAZON.COM INC3.13%
NVIDIA CORP3.10%
GENERAL ELECTRIC CO3.09%
MASTERCARD INC CL A2.96%
VISA INC-CLASS A2.89%
APPLE INC2.78%
MICROSOFT CORP2.69%
PALANTIR TECHNOLOGIES INC2.67%
BROADCOM INC2.60%
WESTERN DIGITAL CORP2.10%
SEAGATE TECHNOLO2.04%
LAM RESEARCH CORP1.97%
Southern Copper Corporation COM USD0.011.90%
Invesco Private Prime Fund1.69%
INTEL CORP1.65%
COREWEAVE INC1.61%
MONOLITHIC POWER SYS INC1.60%
KLA CORP1.59%
CORNING INC1.59%
ARISTA NETWORKS INC1.47%
RTX CORP1.47%
SCHWAB CHARLES CORP1.46%
Invesco Private Government Fund1.42%
VERTIV HOLDINGS CO1.40%
MONSTER BEVERAGE CORP1.40%
NASDAQ INC1.39%
FASTENAL CO1.39%
HILTON WORLDWIDE HOLDINGS INC1.38%
FERGUSON ENTERPRISES INC1.33%
AMPHENOL CORPORATION CL A1.33%
JOHNSON CONTROLS1.32%
HOWMET AEROSPACE INC1.32%
FORTINET INC1.29%
TE CONNECTIVITY1.28%
TJX COS INC1.28%
O'REILLY AUTOMOTIVE INC1.26%
UBIQUITI INC1.26%
MCKESSON CORP1.21%
TAKE-TWO INTERACTV SOFTWR INC1.17%
CLOUDFLARE INC-A1.16%
IDEXX LABS INC1.14%
ROBINHOOD MARKETS INC1.10%
VEEVA SYSTEMS-A1.10%
Spotify Technology SA1.08%

GARP (March 31, 2026)

SecurityWeight
APPLE INC5.04%
NVIDIA CORP4.94%
MICROSOFT CORP4.89%
LAM RESEARCH CORP4.76%
META PLATFORMS INC CL A4.69%
VISA INC-CLASS A3.29%
ALPHABET INC CL A3.20%
KLA CORP3.16%
AMPHENOL CORPORATION CL A3.03%
LILLY ELI and CO2.86%
UBER TECHNOLOGIES INC2.57%
MICRON TECHNOLOGY INC2.48%
FORTINET INC2.36%
BROADCOM INC2.28%
ADV MICRO DEVICE2.16%
ADOBE INC2.00%
ALPHABET INC CL C1.78%
ORACLE CORP1.66%
MASTERCARD INC CL A1.64%
NETFLIX INC1.51%
AMAZON.COM INC1.29%
AMERICAN EXPRESS CO1.29%
ROYAL CARIBBEAN CRUISES LTD1.29%
ARISTA NETWORKS INC1.29%
SCHWAB CHARLES CORP1.23%
GENERAL ELECTRIC CO1.16%
PALANTIR TECHNOLOGIES INC1.09%
QUANTA SVCS INC1.06%
AUTODESK INC0.99%
AIRBNB INC CLASS A0.98%
COMFORT SYSTEMS USA INC0.88%
IDEXX LABS INC0.81%
HOWMET AEROSPACE INC0.80%
NEWMONT CORP0.76%
BOSTON SCIENTIFIC CORP0.72%
SERVICENOW INC0.71%
VERTIV HOLDINGS CO0.71%
DIAMONDBACK ENERGY INC0.67%
GE VERNOVA LLC0.61%
EMCOR GROUP INC0.60%
VALERO ENERGY CORP0.58%
JABIL INC0.55%
MARVELL TECHNOLOGY INC0.55%
CITIGROUP INC0.52%
DOORDASH INC-A0.52%
MONOLITHIC POWER SYS INC0.51%
EQT CORPORATION0.51%
NRG ENERGY INC0.51%
EXPEDIA INC0.49%
COTERRA ENERGY INC0.48%

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