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SUGAX vs MFSIX

Shared holdings
10
SUGAX covered by MFSIX
29.32%
MFSIX covered by SUGAX
29.32%

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)

SecurityWeight
AMAZON.COM INC6.83%
ALPHABET INC CL C5.72%
MICROSOFT CORP4.58%
APPLE INC3.78%
MASTERCARD INC CL A3.44%
TSMC3.40%
RELX PLC3.34%
PROGRESSIVE CORP OHIO2.99%
ADV MICRO DEVICE2.74%
FINECOBANK SPA2.67%
LILLY ELI and CO2.66%
NINTENDO CO LTD2.63%
SAMSUNG ELECTRONICS CO LTD2.54%
HILTON WORLDWIDE HOLDINGS INC2.47%
ASML Holding NV2.37%
BABA-W2.29%
SONY GROUP CORP2.20%
INTL BUS MACH CORP2.18%
HOYA CORP2.16%
EURONEXT NV2.07%
UBER TECHNOLOGIES INC2.01%
VERTEX PHARMACEUTICALS INC1.96%
INTERCONTINENTAL EXCHANGE INC1.95%
OLYMPUS CORP1.86%
PAYPAL HOLDINGS1.81%
TJX COS INC1.79%
HENSOLDT AG1.77%
U.S. Treasury Bills1.74%
THERMO FISHER SCIENTIFIC INC1.72%
SALESFORCE INC1.68%
PEPSICO INC1.66%
LONZA GROUP -REG1.62%
QUALCOMM INC1.55%
CARDINAL HEALTH INC1.25%
EDENRED1.21%
LVMH MOET HENNESSY LOUIS VUITTON SE1.20%
BAKER HUGHES CO1.20%
TENCENT HOLDINGS LTD1.11%
YUM CHINA HOLDINGS INC - XHKG LISTING1.09%
GENERAC HOLDINGS INC1.04%
DANAHER CORP1.02%
ROCKWELL AUTOMATION INC1.01%
Sanofi SA0.96%
ELECTRONIC ARTS INC0.92%
CDW CORPORATION0.77%
Amadeus IT Holding, S.A.0.52%
BJS WHSL CLUB HLDGS INC0.49%

MFSIX (Jan. 31, 2025)

SecurityWeight
ALPHABET INC CL C7.51%
MICROSOFT CORP7.50%
LILLY ELI and CO6.16%
COSTCO WHOLESALE CORP5.35%
APPLE INC4.51%
AMAZON.COM INC4.48%
VISA INC-CLASS A4.42%
JPMORGAN CHASE and CO3.74%
ORACLE CORP3.71%
NEXTERA ENERGY INC3.60%
UNITEDHEALTH GRP3.36%
PROGRESSIVE CORP OHIO3.08%
State Street Navigator Securities Lending Portfolio II2.93%
ACCENTURE PLC CL A2.91%
TJX COS INC2.78%
LINDE PLC2.75%
AGILENT TECHNOLOGIES INC2.68%
US BANCORP DEL2.37%
HOME DEPOT INC2.33%
DANAHER CORP2.31%
QUALCOMM INC2.23%
TEXAS INSTRUMENTS INC2.20%
ECOLAB INC2.19%
BLACKROCK INC2.15%
EQUIFAX INC2.03%
ANALOG DEVICES INC1.93%
KEYSIGHT TECHNOLOGIES INC1.88%
TE CONNECTIVITY PLC1.88%
SCHWAB CHARLES CORP1.83%
ADOBE INC1.24%
UNION PACIFIC CORP1.20%
VERTEX PHARMACEUTICALS INC0.74%

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