Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
TMCTX vs DFDMX
Shared holdings
5
TMCTX covered by DFDMX
11.90%
DFDMX covered by TMCTX
11.90%
Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 33 positions per side shown; = held by both — hover a shared position to highlight it in both columns.
TMCTX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| AerCap Holdings N.V. (Ireland) | 5.71% | |
| DOLLAR TREE INC | 5.26% | |
| ENTEGRIS INC | 5.01% | |
| KEYSIGHT TECHNOLOGIES INC | 4.93% | |
| ALLISON TRANSMISSION HLDGS INC | 4.67% | |
| ARMSTRONG WORLD INDUSTRIES INC | 4.31% | |
| TEMPUR SEALY INTERNATIONAL INC | 4.13% | |
| M&T BANK CORP | 3.82% | |
| CHURCHILL DOWNS INC | 3.76% | |
| VULCAN MATERIALS CO | 3.31% | |
| ALLY FINANCIAL INC | 3.21% | |
| STERIS PLC | 3.11% | |
| UNIFIRST CORP/MA | 2.99% | |
| CBRE GROUP INC - CL A | 2.82% | |
| BALL CORP | 2.82% | |
| COOPER COS INC | 2.82% | |
| NEWMARKET CORP | 2.78% | |
| LENNOX INTL INC | 2.76% | |
| DOMINOS PIZZA INC | 2.71% | |
| MOELIS & CO-CL A | 2.70% | |
| CINCINNATI FINANCIAL CORP | 2.69% | |
| DREY-GVT CSH-I | 2.47% | |
| POST HOLDINGS INC | 2.29% | |
| WATERS CORP | 2.22% | |
| APTARGROUP INC | 2.19% | |
| OLD DOMINION FRT | 2.16% | |
| FIDELITY NATL INFORM SVCS INC | 2.14% | |
| COPART INC | 1.90% | |
| OTIS WORLDWIDE CORP | 1.81% | |
| AVANTOR INC | 1.81% | |
| POOL CORP | 1.70% | |
| BRUKER CORP | 1.68% | |
| LAMB WESTON HOLDINGS INC | 1.32% |
DFDMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| ECOLAB INC | 5.37% | |
| VULCAN MATERIALS CO | 5.15% | |
| KINSALE CAPITAL GROUP INC | 4.30% | |
| VERALTO CORP | 4.13% | |
| HEICO CORP CL A | 4.13% | |
| VEEVA SYSTEMS-A | 3.95% | |
| BIO-TECHNE CORP | 3.95% | |
| CBRE GROUP INC - CL A | 3.74% | |
| TRANSDIGM GROUP INC | 3.70% | |
| APPFOLIO INC - A | 3.65% | |
| OLD DOMINION FRT | 3.18% | |
| WEST PHARMACEUTICAL SVCS INC | 3.06% | |
| PTC INC | 3.05% | |
| WASTE CONNECTIONS INC | 3.04% | |
| COPART INC | 2.87% | |
| COSTAR GROUP INC | 2.81% | |
| TYLER TECHNOLOGIES INC | 2.66% | |
| MSCI INC | 2.60% | |
| METTLER-TOLEDO INTL INC | 2.58% | |
| GOOSEHEAD INSURANCE | 2.53% | |
| MOODYS CORP | 2.51% | |
| CADENCE DESIGN SYSTEMS INC | 2.31% | |
| MONOLITHIC POWER SYS INC | 2.18% | |
| FIRST AM-TR OB-X | 2.14% | |
| BROWN & BROWN | 1.94% | |
| REPLIGEN CORP | 1.89% | |
| SITEONE LANDSCAPE SUPPLY INC | 1.87% | |
| MICROCHIP TECHNOLOGY | 1.78% | |
| FLOOR & DECOR-A | 1.77% | |
| MARKEL GROUP INC | 1.74% | |
| ENTEGRIS INC | 1.70% | |
| BOOZ ALLEN HAMILTON HLDG CL A | 1.65% | |
| MANHATTAN ASSOCIATES INC | 1.37% | |
| GUIDEWIRE SOFTWARE INC | 1.34% | |
| NOVANTA INC | 1.28% | |
| MORNINGSTAR INC | 1.16% | |
| ATLASSIAN CORP PLC CLS A | 0.91% |
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