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SMLF vs ESML

Shared holdings
469
SMLF covered by ESML
43.84%
ESML covered by SMLF
43.84%

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.

SMLF (Jan. 31, 2026)

SecurityWeight
BlackRock Cash Funds: Institutional, SL Agency Shares5.21%
SANDISK CORPORATION1.40%
EMCOR GROUP INC1.06%
BlackRock Cash Funds: Treasury, SL Agency Shares0.86%
COMFORT SYSTEMS USA INC0.78%
INTERACTIVE BROKERS GROUP INC0.72%
MUELLER INDUSTRIES INC0.69%
NVENT ELECTRIC PLC0.65%
JABIL INC0.60%
TAPESTRY INC0.57%
WILLIAMS-SONOMA INC0.55%
NATERA INC0.54%
ROCKET LAB CORP0.52%
EVERCORE INC A0.47%
STERLING INFRASTRUCTURE INC0.47%
RELIANCE STEEL and ALUMINUM CO0.46%
FLEX LTD0.46%
MEDPACE HOLDINGS INC0.46%
ROYAL GOLD INC0.44%
INSMED INC0.43%
POPULAR INC0.42%
SOFI TECHNOLOGIES INC A0.41%
POWELL INDUSTRIES INC0.41%
UNITED THERAPEUTICS CORP DEL0.41%
IDACORP INC0.41%
RAMBUS INC0.41%
CORE & MAIN IN-A0.41%
REDDIT INC-A0.40%
HASBRO INC0.39%
TENET HEALTHCARE CORP0.39%
CURTISS WRIGHT CORPORATION0.38%
OLD REPUBLIC INTL CORP0.38%
EAST WEST BNCRP0.38%
CIENA CORP0.38%
FTAI AVIATION LTD0.38%
EXPAND ENERGY CORP0.38%
AXSOME THERAPEUTICS INC0.37%
DECKERS OUTDOOR CORP0.37%
ASTERA LABS INC0.36%
PURE STORAGE INC CL A0.36%
GAP INC/THE0.35%
GUARDANT HEALTH INC0.35%
WEATHERFORD INTERNATIONAL PLC0.35%
AFFIL MANAGERS0.34%
LUMENTUM HOLDINGS INC0.34%
SPX TECHNOLOGIES INC0.34%
HURON CONSULTING GROUP INC0.34%
DICKS SPORTING GOODS INC0.34%
COHERENT CORP0.34%
ITT INC0.33%

ESML (Feb. 28, 2026)

SecurityWeight
BlackRock Cash Funds: Institutional, SL Agency Shares4.54%
SANDISK CORPORATION1.33%
LUMENTUM HOLDINGS INC0.81%
SunocoCorp LLC COM SHS LLC0.76%
COHERENT CORP0.64%
TECHNIPFMC PLC0.59%
US FOODS HOLDING CORP0.59%
CASEY'S GENERAL0.56%
FTAI AVIATION LT0.48%
ROYAL GOLD INC0.44%
JANUS HENDERSON0.44%
BlackRock Cash Funds: Treasury, SL Agency Shares0.42%
ASSURANT INC0.41%
XPO LOGISTICS INC0.41%
OVINTIV INC0.39%
CURTISS WRIGHT CORPORATION0.39%
ATI INC0.38%
EXACT SCIENCES CORP0.37%
WOODWARD INC0.35%
ALBEMARLE CORP0.35%
CARPENTER TECHNOLOGY CORP0.33%
HUNTINGTON INGALLS INDUSTRIES INC0.33%
ONE GAS INC0.32%
FED REALTY INVS0.31%
MODERNA INC0.31%
JONES LANG LASALLE INC0.31%
AKAMAI TECHNOLOGIES INC0.31%
OSHKOSH CORP0.31%
FABRINET0.31%
WESCO INTL0.31%
NVENT ELECTRIC0.31%
ITT INC0.30%
BRIXMOR PROPERTY0.30%
RYDER SYSTEM INC0.29%
ZURN ELKAY WATER SOLUTIONS CORP0.29%
UGI CORP NEW0.29%
ADV ENERGY INDS0.29%
EAST WEST BNCRP0.29%
HECLA MINING CO0.28%
MASTEC INC0.28%
COEUR MINING INC0.27%
REVVITY INC0.27%
AST SPACEMOBILE INC0.27%
TENET HEALTHCARE CORP0.26%
CROWN HOLDINGS INC0.26%
ELANCO ANIMAL HEALTH INC0.26%
UNITED BANKSHS0.26%
SERVICE CORP INTERNATIONAL INC0.26%
SPIRE INC0.26%
FLOWSERVE CORP0.26%

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