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SCIRX vs IGM

Shared holdings
42
SCIRX covered by IGM
35.89%
IGM covered by SCIRX
35.89%

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.

SCIRX (Feb. 28, 2026)

SecurityWeight
BLOOM ENERGY CORP CL A10.62%
LAM RESEARCH CORP7.90%
COLUMBIA SHORT TERM CASH FUND5.01%
APPLIED MATERIALS INC4.83%
WESTERN DIGITAL CORP4.70%
NVIDIA CORP4.70%
BROADCOM INC4.46%
ALPHABET INC CL A4.33%
MARVELL TECHNOLOGY INC4.08%
MICROSOFT CORP3.02%
APPLE INC2.96%
TERADYNE INC2.26%
ALPHABET INC CL C2.17%
VISA INC-CLASS A1.82%
SYNAPTICS INC1.82%
GLOBAL PAYMENTS INC1.63%
CISCO SYSTEMS INC1.62%
SEMTECH CORP1.61%
ARISTA NETWORKS INC1.57%
NETAPP INC1.46%
GODADDY INC CL A1.44%
LYFT INC-A1.43%
WIX.COM LTD1.40%
TAIWAN SEMIC MFG CO LTD SP ADR1.34%
HEWLETT PACKARD ENTERPRISE CO1.34%
GEN DIGITAL INC1.31%
ADV ENERGY INDS1.24%
META PLATFORMS INC CL A1.15%
RENESAS ELECTRON1.13%
AMAZON.COM INC1.10%
NXP SEMICONDUCTORS NV1.07%
MATCH GROUP INC1.04%
EBAY INC0.98%
ON SEMICONDUCTOR CORP0.96%
QUALCOMM INC0.85%
ADEIA INC0.85%
PINTEREST INC CL A0.82%
PALO ALTO NETWORKS INC0.74%
SYNOPSYS INC0.71%
SALESFORCE INC0.71%
BLOCK INC CL A0.63%
F5 INC0.59%
AIRBNB INC CLASS A0.57%
ORACLE CORP0.54%
RINGCENTRAL INC CL A0.51%
TENABLE HOLDINGS INC0.36%
BILL HOLDINGS INC0.34%
COHERENT CORP0.30%
DELL TECHNOLOGIES INC CL C0.30%
INTUIT INC0.26%

IGM (March 31, 2026)

SecurityWeight
APPLE INC8.65%
NVIDIA CORP8.34%
MICROSOFT CORP8.13%
BROADCOM INC8.06%
ALPHABET INC CL A4.60%
META PLATFORMS INC CL A4.11%
ALPHABET INC CL C3.68%
NETFLIX INC2.64%
MICRON TECHNOLOGY INC2.48%
PALANTIR TECHNOLOGIES INC2.18%
ADV MICRO DEVICE2.16%
CISCO SYSTEMS INC2.00%
APPLIED MATERIALS INC1.77%
LAM RESEARCH CORP1.74%
ORACLE CORP1.62%
INTL BUS MACH CORP1.48%
INTEL CORP1.35%
KLA CORP1.26%
BlackRock Cash Funds: Institutional, SL Agency Shares1.25%
TEXAS INSTRUMENTS INC1.15%
SALESFORCE INC1.14%
ANALOG DEVICES INC1.01%
AMPHENOL CORPORATION CL A1.01%
SHOPIFY INC CL A0.95%
QUALCOMM INC0.89%
PALO ALTO NETWORKS INC0.84%
ARISTA NETWORKS INC0.83%
ACCENTURE PLC CL A0.79%
INTUIT INC0.78%
SERVICENOW INC0.71%
APPLOVIN CORP0.70%
CORNING INC0.69%
ADOBE INC0.65%
CROWDSTRIKE HOLDINGS INC0.64%
SANDISK CORPORATION0.61%
WESTERN DIGITAL CORP0.60%
MARVELL TECHNOLOGY INC0.56%
SEAGATE TECHNOLOGY HOLDINGS PLC0.56%
SYNOPSYS INC0.49%
CADENCE DESIGN SYSTEMS INC0.49%
MOTOROLA SOLUTIONS INC0.47%
CLOUDFLARE INC-A0.43%
TE CONNECTIVITY PLC0.40%
CIENA CORP0.36%
MONOLITHIC POWER SYS INC0.35%
FORTINET INC0.34%
SNOWFLAKE INC CL A0.34%
AUTODESK INC0.33%
LUMENTUM HOLDINGS INC0.33%
NXP SEMICONDUCTORS NV0.32%

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