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SWSFX vs FTSM

Shared holdings
39
SWSFX covered by FTSM
7.81%
FTSM covered by SWSFX
7.81%

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.

SWSFX (March 31, 2026)

SecurityWeight
Northern Institutional Funds GOVT PTFL4.86%
WALT DISNEY CO/THE FRN SOFRINDX+47 03/14/20292.82%
US TREASURY N/B2.12%
BANK OF AMERICA CORPORATION FRN SOFR+111 05/09/20292.08%
NATWEST MARKETS PLC SR UNSECURED 144A 09/26 VAR1.70%
ING GROEP NV SR UNSECURED 04/27 VAR1.64%
Abbott Laboratories1.64%
GLENCORE FUNDING LLC COMPANY GUAR 144A 10/26 VAR1.31%
CITIGROUP INC FRN SOFR+128 02/24/20281.28%
BANK OF NEW ZEALAND FRN SOFR+81 01/27/2027 144A1.28%
SCHWAB CHARLES CORP FRN SOFRINDX+105 03/03/20271.22%
BLACKROCK FUND1.06%
MACQUARIE BANK LTD FRN SOFR+74 06/12/2028 144A1.03%
SVENSKA HANDELSBANKEN FRN0.93%
KELLOGG CO0.92%
CANADIAN IMPERIAL BK OF COMM FRN SOFR+72 01/13/20280.91%
NORDEA BANK ABP FRN SOFR+70 03/17/2028 144A0.87%
MERCK INC FRN0.83%
RIO TINTO FIN. USA PL FRN0.83%
MORGAN STANLEY B0.80%
ARTHUR J GALLAGH0.80%
JPMORGAN CHASE + CO SR UNSECURED 02/28 VAR0.79%
Schlumberger Holdings Corporation0.78%
BMW US CAP. LLC FRN0.76%
NATIONAL AUSTRALIA BANK LTD0.75%
BHP FINANCE USA0.74%
EATON CORP0.74%
WELLS FARGO + COMPANY SR UNSECURED 01/28 VAR0.70%
PNC Financial Services Group, Inc. (The)0.70%
ORACLE CORP VARIABLE RATE 08/03/20280.69%
GENERAL MOTORS FINL. FRN0.69%
SANTANDER HOLDINGS USA SR UNSECURED 03/29 VAR0.67%
ADVANCED MICRO0.67%
LLOYDS BK GR PLC0.67%
MS F 04/13/28 MTN0.67%
BANK OF MONTREAL SR UNSECURED 09/26 VAR0.66%
SYNOPSYS INC0.66%
SALESFORCE INC0.66%
NTT FIN. CORP FRN0.66%
DAIMLER TRUCKS FINANCE NORTH AMERICA LLC FRN SOFR+96 09/25/2027 144A0.65%
NATIONWIDE BUILDING SOC(UNGTD) FRN SOFR+129 02/16/2028 144A0.65%
Morgan Stanley Private Bank NA0.64%
ROST 0 7/8 04/15/260.63%
JPMORGAN CHASE + CO SR UNSECURED 09/27 VAR0.61%
HYUNDAI CAPITAL AMERICA SR UNSECURED 144A 01/27 VAR0.61%
US TREASURY N/B0.61%
HSBC HOLDINGS PLC SR UNSECURED 03/29 VAR0.61%
HYUNDAI CAPITAL AMERICA SR UNSECURED 144A 06/27 VAR0.61%
VERIZON COMM INC0.60%
ELEMENT FLEET MGT. 6.271%0.59%

FTSM (April 30, 2026)

SecurityWeight
AutoNation, Inc. 0% CP 01/05/20261.02%
US TREASURY N/B0.98%
TARGA RES CORP CP 0% 05/01/20260.94%
ENERGY TRANSFER LP 0% CP 01/05/20260.63%
Quanta Services, Inc. 0% CP 01/05/20260.56%
HUNTINGTON NATL0.55%
T-MOBILE USA INC0.55%
GSK CONSUMER0.54%
PRA HEALTH SCIENCES INC SR SECURED 144A 07/26 2.8750.53%
KINDER MORGAN0.52%
CRHID 3.4 05/09/27 144A0.51%
WILLIS NORTH AME0.49%
SOLVENTUM CORP0.48%
CCL INDUSTRIES INC0.48%
HYATT HOTELS0.47%
AON NORTH AMER0.47%
ZIMMER BIOMET HOLDINGS SR UNSECURED 02/27 4.70.47%
SYNOPSYS INC0.47%
VERALTO CORP0.47%
ELEVANCE HEALTH0.47%
Vulcan Materials Company 0% CP 01/05/20260.47%
SOUTHERN CALIFORNIA EDISON COMPANY 0% CP 01/05/20260.47%
The J M Smucker Company 0% CP 05/05/20260.47%
TR FINANCE LLC0.47%
CROWN CASTLE INT0.47%
ALCON FINANCE CO0.47%
MOLSON COORS0.47%
WORKDAY INC0.47%
AUTODESK INC0.47%
VMWARE LLC0.46%
FACTSET RESEARCH0.46%
ASHTEAD CAPITAL INC REGD 144A P/P 4.375000000.46%
BROWN & BROWN0.46%
AMRIZE FINANCE0.45%
KRAFT HEINZ FOOD0.45%
SMITH & NEPHEW0.43%
CONAGRA BRANDS0.40%
Freddie Mac REMICS0.40%
GE HEALTHCARE0.40%
FIFTH THIRD BANK NA SR UNSECURED 01/28 VAR0.40%
THE CAMPBELLS CO0.39%
FISERV INC0.39%
Bank of Montreal0.39%
BNP Paribas SA/New York NY0.39%
Caterpillar Financial Services Corp0.39%
Svenska Handelsbanken/New York NY0.39%
Banco Santander SA/New York0.39%
SWEDBANK AB FRN CP 01/07/2026 USD (SEC REGD)0.39%
ING US FUNDING LLC FRN CP 12/06/2026 USD (SEC REGD)0.39%
Swedbank AB (publ) FRN CP 09/11/2026 USD (SEC REGD)0.39%

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