Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SUGAX vs CERPX
Shared holdings
9
SUGAX covered by CERPX
24.34%
CERPX covered by SUGAX
24.34%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 47 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
SUGAX (Dec. 31, 2024)
| Security | Weight | |
|---|---|---|
| AMAZON.COM INC | 6.83% | |
| ALPHABET INC CL C | 5.72% | |
| MICROSOFT CORP | 4.58% | |
| APPLE INC | 3.78% | |
| MASTERCARD INC CL A | 3.44% | |
| TSMC | 3.40% | |
| RELX PLC | 3.34% | |
| PROGRESSIVE CORP OHIO | 2.99% | |
| ADV MICRO DEVICE | 2.74% | |
| FINECOBANK SPA | 2.67% | |
| LILLY ELI and CO | 2.66% | |
| NINTENDO CO LTD | 2.63% | |
| SAMSUNG ELECTRONICS CO LTD | 2.54% | |
| HILTON WORLDWIDE HOLDINGS INC | 2.47% | |
| ASML Holding NV | 2.37% | |
| BABA-W | 2.29% | |
| SONY GROUP CORP | 2.20% | |
| INTL BUS MACH CORP | 2.18% | |
| HOYA CORP | 2.16% | |
| EURONEXT NV | 2.07% | |
| UBER TECHNOLOGIES INC | 2.01% | |
| VERTEX PHARMACEUTICALS INC | 1.96% | |
| INTERCONTINENTAL EXCHANGE INC | 1.95% | |
| OLYMPUS CORP | 1.86% | |
| PAYPAL HOLDINGS | 1.81% | |
| TJX COS INC | 1.79% | |
| HENSOLDT AG | 1.77% | |
| U.S. Treasury Bills | 1.74% | |
| THERMO FISHER SCIENTIFIC INC | 1.72% | |
| SALESFORCE INC | 1.68% | |
| PEPSICO INC | 1.66% | |
| LONZA GROUP -REG | 1.62% | |
| QUALCOMM INC | 1.55% | |
| CARDINAL HEALTH INC | 1.25% | |
| EDENRED | 1.21% | |
| LVMH MOET HENNESSY LOUIS VUITTON SE | 1.20% | |
| BAKER HUGHES CO | 1.20% | |
| TENCENT HOLDINGS LTD | 1.11% | |
| YUM CHINA HOLDINGS INC - XHKG LISTING | 1.09% | |
| GENERAC HOLDINGS INC | 1.04% | |
| DANAHER CORP | 1.02% | |
| ROCKWELL AUTOMATION INC | 1.01% | |
| Sanofi SA | 0.96% | |
| ELECTRONIC ARTS INC | 0.92% | |
| CDW CORPORATION | 0.77% | |
| Amadeus IT Holding, S.A. | 0.52% | |
| BJS WHSL CLUB HLDGS INC | 0.49% |
CERPX (Dec. 31, 2024)
| Security | Weight | |
|---|---|---|
| ALPHABET INC CL A | 7.42% | |
| AMAZON.COM INC | 6.81% | |
| MICROSOFT CORP | 5.61% | |
| INTL BUS MACH CORP | 4.48% | |
| CISCO SYSTEMS INC | 4.39% | |
| STATE STREET CORP | 3.63% | |
| KEYSIGHT TECHNOLOGIES INC | 3.31% | |
| ADV MICRO DEVICE | 3.22% | |
| BANK OF AMERICA CORPORATION | 2.97% | |
| UNION PACIFIC CORP | 2.76% | |
| LILLY ELI and CO | 2.72% | |
| CMS ENERGY CORP | 2.62% | |
| COCA-COLA CO/THE | 2.62% | |
| JOHNSON&JOHNSON | 2.60% | |
| HUNTINGTON BANCSHARES INC | 2.55% | |
| SALESFORCE INC | 2.46% | |
| AIR PRODUCTS and CHEMICALS INC | 2.35% | |
| MICROCHIP TECHNOLOGY | 2.23% | |
| ROCKWELL AUTOMATION INC | 2.16% | |
| FISERV INC | 2.00% | |
| VISA INC-CLASS A | 1.97% | |
| WALT DISNEY CO/T | 1.86% | |
| PURE STORAGE INC CL A | 1.82% | |
| GILEAD SCIENCES INC | 1.70% | |
| BECTON DICKINSON and CO | 1.62% | |
| LULULEMON ATHLETICA INC | 1.56% | |
| EQT CORPORATION | 1.44% | |
| META PLATFORMS INC CL A | 1.43% | |
| PAYPAL HOLDINGS | 1.39% | |
| MIDDLEBY CORP | 1.37% | |
| UBER TECHNOLOGIES INC | 1.27% | |
| COLGATE-PALMOLIVE CO | 1.25% | |
| DEERE & CO | 1.23% | |
| SYSCO CORP | 1.13% | |
| ZOETIS INC CL A | 1.12% | |
| ANTERO RESOURCES | 1.11% | |
| PROLOGIS INC REIT | 1.04% | |
| RANGE RESOURCES CORP | 1.04% | |
| AERCAP HOLDINGS NV | 0.99% | |
| SHELL PLC SPONS ADR | 0.98% | |
| VERTIV HOLDINGS CO | 0.98% | |
| INTUIT INC | 0.97% | |
| AMERICAN TOWER CORP | 0.97% | |
| ALNYLAM PHARMACEUTICALS INC | 0.50% | |
| DREY-GVT CSH-I | 0.32% |
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