Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SUGAX vs DTMGX
Shared holdings
9
SUGAX covered by DTMGX
28.06%
DTMGX covered by SUGAX
28.06%
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% |
DTMGX (Jan. 31, 2025)
| Security | Weight | |
|---|---|---|
| MICROSOFT CORP | 8.28% | |
| APPLE INC | 8.20% | |
| AMAZON.COM INC | 7.00% | |
| ALPHABET INC CL C | 5.11% | |
| VISA INC-CLASS A | 4.78% | |
| ASML HOLDING-NY | 3.67% | |
| UNITEDHEALTH GRP | 3.44% | |
| TEXAS INSTRUMENTS INC | 3.37% | |
| NVIDIA CORP | 3.31% | |
| BLACKROCK INC | 3.21% | |
| OPTION | 3.15% | |
| CHEVRON CORP | 2.51% | |
| PROGRESSIVE CORP OHIO | 2.30% | |
| INTUITIVE SURGICAL INC | 2.21% | |
| MCDONALDS CORP | 2.07% | |
| SERVICENOW INC | 1.97% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 1.96% | |
| INTUIT INC | 1.92% | |
| S&P GLOBAL INC | 1.82% | |
| INTERCONTINENTAL EXCHANGE INC | 1.81% | |
| COMMSTCK | 1.79% | |
| ABBOTT LABS | 1.64% | |
| MASTERCARD INC CL A | 1.63% | |
| EXXON MOBIL CORP | 1.44% | |
| CANADIAN PACIFIC KANSAS CITY LTD | 1.29% | |
| COCA-COLA CO/THE | 1.21% | |
| SHERWIN WILLIAMS CO | 1.20% | |
| HOME DEPOT INC | 1.20% | |
| CME GROUP INC CL A | 1.19% | |
| ADOBE INC | 1.14% | |
| MARRIOTT INTL-A | 1.06% | |
| PEPSICO INC | 1.06% | |
| UNION PACIFIC CORP | 1.05% | |
| AUTOMATIC DATA PROCESSING INC | 1.03% | |
| COSTAR GROUP INC | 1.00% | |
| LILLY ELI and CO | 0.97% | |
| LVMH MOET HENNESSY-UNSP ADR Sponsored ADR | 0.95% | |
| ZOETIS INC CL A | 0.87% | |
| NIKE INC CL B | 0.84% | |
| ASTRAZENECA PLC SPONS ADR | 0.78% | |
| GARTNER INC | 0.74% | |
| PROCTER & GAMBLE | 0.73% | |
| VERISK ANALYTICS INC | 0.69% | |
| OLD DOMINION FRT | 0.65% | |
| EOG RESOURCES INC | 0.56% | |
| DREYFUS INSTITUTIONAL PREFERRED GOVERNMENT PLUS MONEY MARKET FUND | 0.48% | |
| OTIS WORLDWIDE CORP | 0.44% | |
| DEERE & CO | 0.27% |
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