Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
ROE vs LMUPX
Shared holdings
45
ROE covered by LMUPX
32.06%
LMUPX covered by ROE
32.06%
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.
ROE (Feb. 27, 2026)
| Security | Weight | |
|---|---|---|
| WESTERN DIGITAL CORP | 1.47% | |
| VERTIV HOLDINGS CO | 1.44% | |
| Anglogold Ashanti Plc | 1.38% | |
| COMFORT SYSTEMS USA INC | 1.37% | |
| MICRON TECHNOLOGY INC | 1.36% | |
| Seagate Technology Holdings PLC | 1.35% | |
| APPLIED MATERIALS INC | 1.34% | |
| OSHKOSH CORP | 1.23% | |
| LAM RESEARCH CORP | 1.23% | |
| CATERPILLAR INC | 1.21% | |
| NEWMONT CORP | 1.21% | |
| EXXON MOBIL CORP | 1.21% | |
| MOTOROLA SOLUTIONS INC | 1.20% | |
| APA CORP | 1.18% | |
| VERIZON COMMUNICATIONS INC | 1.18% | |
| AES CORP | 1.17% | |
| NEXSTAR MEDIA GROUP INC | 1.16% | |
| TENET HEALTHCARE CORP | 1.15% | |
| JOHNSON&JOHNSON | 1.13% | |
| TEXAS INSTRUMENTS INC | 1.13% | |
| ALTRIA GROUP INC | 1.13% | |
| EOG RESOURCES INC | 1.13% | |
| MCKESSON CORP | 1.12% | |
| MONOLITHIC POWER SYS INC | 1.10% | |
| PRIMORIS SVCS CORP | 1.10% | |
| TARGET CORP | 1.10% | |
| COSTCO WHOLESALE CORP | 1.09% | |
| PHILIP MORRIS INTL INC | 1.09% | |
| PULTEGROUP INC | 1.09% | |
| DELL TECHNOLOGIES INC CL C | 1.09% | |
| WALMART INC | 1.09% | |
| EMCOR GROUP INC | 1.08% | |
| KLA CORP | 1.07% | |
| AT&T INC | 1.07% | |
| ROSS STORES INC | 1.07% | |
| CHARTER COMMUNICATIONS INC A | 1.07% | |
| JABIL INC | 1.06% | |
| DOVER CORP | 1.06% | |
| NRG ENERGY INC | 1.06% | |
| YUM! BRANDS INC | 1.05% | |
| CARDINAL HEALTH INC | 1.04% | |
| OMEGA HEALTHCARE INVESTORS INC | 1.03% | |
| CENCORA INC | 1.03% | |
| LOWES COS INC | 1.02% | |
| WILLIAMS-SONOMA INC | 1.02% | |
| POPULAR INC | 1.02% | |
| VICI PROPERTIES | 1.02% | |
| VISTRA CORP | 1.02% | |
| OMNICOM GROUP INC | 1.01% | |
| AMPHENOL CORPORATION CL A | 1.01% |
LMUPX (Feb. 27, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 7.09% | |
| APPLE INC | 6.63% | |
| MICROSOFT CORP | 4.63% | |
| ALPHABET INC CL A | 3.14% | |
| AMAZON.COM INC | 2.68% | |
| META PLATFORMS INC CL A | 2.63% | |
| ALPHABET INC CL C | 2.57% | |
| BROADCOM INC | 1.95% | |
| WALMART INC | 1.54% | |
| MICRON TECHNOLOGY INC | 1.42% | |
| TESLA INC | 1.34% | |
| VISA INC-CLASS A | 1.34% | |
| GENERAL ELECTRIC CO | 1.27% | |
| ABBVIE INC | 1.26% | |
| Invesco Treasury Portfolio, Institutional Class | 1.25% | |
| JPMORGAN CHASE and CO | 1.14% | |
| LAM RESEARCH CORP | 1.12% | |
| CATERPILLAR INC | 1.11% | |
| CHEVRON CORP | 1.10% | |
| BERKSHIRE HATH-B | 1.06% | |
| MASTERCARD INC CL A | 1.06% | |
| GOLDMAN SACHS GROUP INC | 1.00% | |
| NEWMONT CORP | 0.99% | |
| WESTERN DIGITAL CORP | 0.94% | |
| CITIGROUP INC | 0.91% | |
| PROCTER & GAMBLE | 0.88% | |
| GILEAD SCIENCES INC | 0.88% | |
| BANK OF AMERICA CORPORATION | 0.87% | |
| AMGEN INC | 0.86% | |
| GENERAL MOTORS CO | 0.78% | |
| TJX COS INC | 0.78% | |
| CISCO SYSTEMS INC | 0.78% | |
| BANK OF NEW YORK MELLON CORP | 0.76% | |
| BRISTOL-MYERS SQUIBB CO | 0.76% | |
| PALANTIR TECHNOLOGIES INC | 0.76% | |
| MCKESSON CORP | 0.76% | |
| ALTRIA GROUP INC | 0.75% | |
| AT&T INC | 0.75% | |
| TAPESTRY INC | 0.75% | |
| CARDINAL HEALTH INC | 0.74% | |
| REGENERON PHARMACEUTICALS INC | 0.74% | |
| LOCKHEED MARTIN CORP | 0.73% | |
| COMCAST CORP CL A | 0.71% | |
| RTX CORP | 0.70% | |
| HCA HEALTHCARE INC | 0.70% | |
| QUALCOMM INC | 0.69% | |
| LOWES COS INC | 0.69% | |
| DOLLAR TREE INC | 0.69% | |
| APA CORP | 0.68% | |
| DEVON ENERGY CORP | 0.65% |
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