Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SEIM vs FUMIX
Shared holdings
35
SEIM covered by FUMIX
37.88%
FUMIX covered by SEIM
37.88%
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.
SEIM (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL A | 7.00% | |
| NVIDIA CORP | 6.76% | |
| MICROSOFT CORP | 3.28% | |
| APPLE INC COMMON STOCK | 3.16% | |
| JOHNSON&JOHNSON | 2.97% | |
| ENTERGY CORP | 2.76% | |
| CIENA CORP | 2.69% | |
| TAPESTRY INC | 2.55% | |
| BANK OF NEW YORK MELLON CORP COMMON STOCK | 2.52% | |
| NEWMONT CORP | 2.47% | |
| LAM RESEARCH CORP | 2.36% | |
| CORNING INC | 2.31% | |
| JABIL INC | 2.26% | |
| ROSS STORES INC | 2.25% | |
| CENCORA INC COMMON STOCK | 2.24% | |
| PARKER HANNIFIN CORP | 2.20% | |
| CARDINAL HEALTH INC | 2.19% | |
| GOLDMAN SACHS GROUP INC | 2.15% | |
| NORTHERN TRUST CORP | 2.06% | |
| EBAY INC | 2.05% | |
| INTL BUS MACH CORP | 1.97% | |
| APPLIED MATERIALS INC COMMON STOCK | 1.97% | |
| HERSHEY CO/THE | 1.96% | |
| CATERPILLAR INC | 1.91% | |
| ULTA BEAUTY INC | 1.84% | |
| WOODWARD INC | 1.78% | |
| EXPEDIA INC | 1.71% | |
| Common Stock | 1.62% | |
| KEURIG DR PEPPER INC | 1.61% | |
| SANDISK CORPORATION | 1.60% | |
| THE BOOKING HOLDINGS INC | 1.60% | |
| NVENT ELECTRIC | 1.53% | |
| VEEVA SYSTEMS-A | 1.27% | |
| HUNTINGTON INGALLS INDUSTRIES INC | 1.23% | |
| HOWMET AEROSPACE INC | 1.17% | |
| INSULET CORP | 1.14% | |
| PALANTIR TECHNOLOGIES INC | 1.12% | |
| RALPH LAUREN CORP | 1.10% | |
| MICRON TECHNOLOGY INC | 1.08% | |
| CURTISS WRIGHT CORPORATION | 1.05% | |
| FIVE BELOW INC | 1.02% | |
| STRYKER CORP | 0.97% | |
| WALMART INC | 0.94% | |
| APPLOVIN CORP | 0.88% | |
| INVESCO LTD | 0.71% | |
| BROADCOM INC | 0.56% | |
| FOX CORP CL A | 0.56% | |
| FOX CORPORATION B | 0.56% | |
| INTERACTIVE BROKERS GROUP INC | 0.54% | |
| CME GROUP INC CL A | 0.46% |
FUMIX (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| NVIDIA CORP | 9.99% | |
| ALPHABET INC CL A | 8.46% | |
| BROADCOM INC | 5.10% | |
| JPMORGAN CHASE and CO | 4.00% | |
| JOHNSON&JOHNSON | 3.98% | |
| MICRON TECHNOLOGY INC | 3.51% | |
| MICROSOFT CORP | 3.49% | |
| APPLE INC | 3.17% | |
| PALANTIR TECHNOLOGIES INC | 2.52% | |
| GENERAL ELECTRIC CO | 2.46% | |
| CATERPILLAR INC | 2.33% | |
| CISCO SYSTEMS INC | 2.33% | |
| LAM RESEARCH CORP | 2.24% | |
| GOLDMAN SACHS GROUP INC | 2.14% | |
| RTX CORP | 2.04% | |
| MORGAN STANLEY | 1.68% | |
| CITIGROUP INC | 1.61% | |
| INTL BUS MACH CORP | 1.53% | |
| GE VERNOVA LLC | 1.50% | |
| SCHWAB CHARLES CORP | 1.34% | |
| GILEAD SCIENCES INC | 1.33% | |
| AMPHENOL CORPORATION CL A | 1.33% | |
| TJX COS INC | 1.26% | |
| UBER TECHNOLOGIES INC | 1.26% | |
| WELLTOWER INC | 0.95% | |
| NEWMONT CORP | 0.93% | |
| CROWDSTRIKE HOLDINGS INC | 0.83% | |
| MCKESSON CORP | 0.78% | |
| APPLOVIN CORP | 0.72% | |
| GENERAL DYNAMICS CORPORATION | 0.67% | |
| WESTERN DIGITAL CORP | 0.66% | |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.66% | |
| BANK OF NEW YORK MELLON CORP | 0.64% | |
| HOWMET AEROSPACE INC | 0.63% | |
| O'REILLY AUTOMOTIVE INC | 0.63% | |
| CORNING INC | 0.61% | |
| GENERAL MOTORS CO | 0.61% | |
| HCA HEALTHCARE INC | 0.61% | |
| CUMMINS INC | 0.60% | |
| SANDISK CORPORATION | 0.60% | |
| JOHNSON CONTROLS INTERNATIONAL PLC | 0.59% | |
| ROBINHOOD MARKETS INC | 0.58% | |
| AMAZON.COM INC | 0.54% | |
| QUANTA SVCS INC | 0.54% | |
| CENCORA INC | 0.53% | |
| TE CONNECTIVITY PLC | 0.50% | |
| Fidelity Cash Central Fund | 0.49% | |
| SNOWFLAKE INC CL A | 0.49% | |
| L3HARRIS TECHNOLOGIES INC | 0.49% | |
| MONSTER BEVERAGE CORP | 0.44% |
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