Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SEIM vs RWLC
Shared holdings
25
SEIM covered by RWLC
32.12%
RWLC covered by SEIM
32.12%
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% |
RWLC (March 31, 2026)
| Security | Weight | |
|---|---|---|
| APPLE INC COMMON STOCK | 8.61% | |
| NVIDIA CORP | 6.25% | |
| MICROSOFT CORP | 3.97% | |
| PUT Amazon.com, Inc. 01/02/2026 P205 | 3.05% | |
| META PLATFORMS INC CL A | 2.78% | |
| KLA CORP | 2.77% | |
| LAM RESEARCH CORP | 2.68% | |
| GILEAD SCIENCES INC | 2.67% | |
| ALPHABET INC CL C | 2.62% | |
| ALPHABET INC CL A | 2.53% | |
| JOHNSON&JOHNSON | 2.23% | |
| MASTERCARD INC CL A | 2.22% | |
| EXXON MOBIL CORP | 2.17% | |
| PHILIP MORRIS INTL INC | 2.06% | |
| ALTRIA GROUP INC | 2.05% | |
| GENERAL ELECTRIC CO | 1.94% | |
| GE VERNOVA LLC | 1.68% | |
| THE BOOKING HOLDINGS INC | 1.65% | |
| WESTERN DIGITAL CORP | 1.65% | |
| INTL BUS MACH CORP | 1.54% | |
| PROGRESSIVE CORP OHIO | 1.53% | |
| BANK OF NEW YORK MELLON CORP COMMON STOCK | 1.48% | |
| SEAGATE TECHNOLO | 1.46% | |
| WILLIAMS COS INC | 1.38% | |
| O'REILLY AUTOMOTIVE INC | 1.29% | |
| 3M CO | 1.27% | |
| GENERAL MOTORS CO | 1.24% | |
| NETFLIX INC | 1.14% | |
| PALANTIR TECHNOLOGIES INC | 1.13% | |
| VERTEX PHARMACEUTICALS INC | 1.11% | |
| ABBVIE INC | 1.06% | |
| AUTOZONE INC COMMON STOCK | 1.05% | |
| CENCORA INC COMMON STOCK | 1.03% | |
| ALLSTATE CORP COMMON STOCK | 0.97% | |
| AUTODESK INC COMMON STOCK | 0.96% | |
| CARDINAL HEALTH INC | 0.90% | |
| KROGER CO | 0.85% | |
| ELECTRONIC ARTS INC | 0.82% | |
| REPUBLIC SVCS | 0.80% | |
| CORTEVA INC | 0.79% | |
| ALNYLAM PHARMACEUTICALS INC | 0.75% | |
| EBAY INC | 0.74% | |
| AMERICAN INTERNATIONAL GROUP COMMON STOCK | 0.74% | |
| SERVICENOW INC | 0.74% | |
| MSCI INC | 0.73% | |
| BROADCOM INC | 0.72% | |
| MOTOROLA SOLUTIONS INC | 0.71% | |
| HARTFORD INSURANCE GROUP INC/THE | 0.67% | |
| QUALCOMM INC | 0.64% | |
| BRISTOL-MYERS SQUIBB CO | 0.60% |
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