Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
SWSAX vs GEFPX
Shared holdings
77
SWSAX covered by GEFPX
20.46%
GEFPX covered by SWSAX
20.46%
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.
SWSAX (Feb. 28, 2025)
| Security | Weight | |
|---|---|---|
| US ULTRA BOND CBT Sep25 | 2.94% | |
| MICROSOFT CORP | 1.86% | |
| ALPHABET INC CL A | 1.67% | |
| AT&T INC | 1.33% | |
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 1.31% | |
| MOODYS CORP | 1.31% | |
| AUTOZONE INC | 1.28% | |
| CENCORA INC | 1.27% | |
| NVIDIA CORP | 1.25% | |
| CVS HEALTH CORP | 1.22% | |
| NATL FUEL GAS CO | 1.16% | |
| META PLATFORMS INC CL A | 1.15% | |
| MASTERCARD INC CL A | 1.08% | |
| ALLSTATE CORPORATION | 1.07% | |
| TYSON FOODS INC CL A | 1.07% | |
| EQUITABLE HOLDINGS INC | 1.05% | |
| XIAOMI CORP-W | 1.05% | |
| CITIGROUP INC | 0.93% | |
| INTL BUS MACH CORP | 0.92% | |
| DOMINION ENERGY INC | 0.90% | |
| WALMART INC | 0.86% | |
| CHEVRON CORP | 0.86% | |
| COLGATE-PALMOLIVE CO | 0.80% | |
| KRAFT HEINZ CO/T | 0.80% | |
| TJX COS INC | 0.78% | |
| INDUSTRIA DE DISENO TEXTIL COMMON STOCK | 0.76% | |
| UNITED THERAPEUTICS CORP DEL | 0.72% | |
| ORACLE CORP | 0.71% | |
| UNITEDHEALTH GRP | 0.71% | |
| BOSTON SCIENTIFIC CORP | 0.71% | |
| JOHNSON&JOHNSON | 0.69% | |
| SHERWIN WILLIAMS CO | 0.68% | |
| LOWES COS INC | 0.67% | |
| CME GROUP INC CL A | 0.67% | |
| CRH PLC | 0.66% | |
| LINDE PLC | 0.65% | |
| MERCK & CO | 0.65% | |
| GENUINE PARTS CO | 0.65% | |
| ALLY FINANCIAL INC | 0.64% | |
| TAPESTRY INC | 0.63% | |
| FEDEX CORP | 0.60% | |
| GARMIN LTD | 0.59% | |
| GLOBAL PAYMENTS INC | 0.59% | |
| AMPHENOL CORPORATION CL A | 0.58% | |
| DOW INC | 0.56% | |
| TRANE TECHNOLOGI | 0.56% | |
| PEPSICO INC | 0.55% | |
| MSCI INC | 0.54% | |
| INTUITIVE SURGICAL INC | 0.51% | |
| VISHAY INTERTECHNOLOGY INC | 0.50% |
GEFPX (June 30, 2025)
| Security | Weight | |
|---|---|---|
| MICROSOFT CORP | 5.29% | |
| APPLE INC | 4.23% | |
| NVIDIA CORP | 3.68% | |
| AMAZON.COM INC | 2.74% | |
| ALPHABET INC CL A | 2.67% | |
| META PLATFORMS INC CL A | 2.56% | |
| CISCO SYSTEMS INC | 2.11% | |
| UNITEDHEALTH GRP | 2.11% | |
| DREY-GVT CSH-I | 1.90% | |
| WALT DISNEY CO/T | 1.82% | |
| T-MOBILE US INC | 1.56% | |
| ACCENTURE PLC CL A | 1.49% | |
| VISA INC-CLASS A | 1.46% | |
| BERKSHIRE HATH-B | 1.44% | |
| QUALCOMM INC | 1.43% | |
| ADOBE INC | 1.34% | |
| AT&T INC | 1.33% | |
| APPLIED MATERIALS INC | 1.20% | |
| MERCK & CO | 1.20% | |
| CATERPILLAR INC | 1.19% | |
| GILEAD SCIENCES INC | 1.15% | |
| JPMORGAN CHASE and CO | 1.14% | |
| COMCAST CORP CL A | 1.07% | |
| THE BOOKING HOLDINGS INC | 1.05% | |
| CHEVRON CORP | 1.02% | |
| AUTOMATIC DATA PROCESSING INC | 1.01% | |
| MASTERCARD INC CL A | 1.00% | |
| VERIZON COMMUNICATIONS INC | 0.96% | |
| PFIZER INC | 0.94% | |
| LOCKHEED MARTIN CORP | 0.87% | |
| FISERV INC | 0.81% | |
| WELLTOWER INC | 0.81% | |
| LAM RESEARCH CORP | 0.77% | |
| MCKESSON CORP | 0.74% | |
| DELL TECHNOLOGIES INC CL C | 0.72% | |
| ELEVANCE HEALTH INC | 0.72% | |
| COINBASE GLOBAL INC | 0.71% | |
| UNITED PARCEL SERVICE INC CL B | 0.71% | |
| CVS HEALTH CORP | 0.70% | |
| PHILIP MORRIS INTL INC | 0.69% | |
| 3M CO | 0.69% | |
| AON PLC | 0.65% | |
| PAYPAL HOLDINGS | 0.62% | |
| HONEYWELL INTL INC | 0.57% | |
| ALTRIA GROUP INC | 0.56% | |
| NEWMONT CORP | 0.54% | |
| ILLINOIS TOOL WORKS INC | 0.53% | |
| VISTRA CORP | 0.53% | |
| REGENERON PHARMACEUTICALS INC | 0.51% | |
| EOG RESOURCES INC | 0.50% |
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