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TSMDX vs BTSMX

Shared holdings
16
TSMDX covered by BTSMX
17.56%
BTSMX covered by TSMDX
17.56%

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.

TSMDX (March 31, 2026)

SecurityWeight
NT-INST TRSR-PRM3.74%
EAST WEST BNCRP3.09%
NEW YORK TIMES CO CL A2.95%
MYR GROUP INC/DELAWARE2.53%
LINCOLN ELECTRIC HLDGS INC2.53%
SITIME CORP2.36%
BURLINGTON STORES INC2.35%
TRIMBLE INC2.25%
HUNT J B TRANSPORT SERVICES IN2.18%
WEBSTER FINL2.05%
MSA SAFETY INC1.89%
INGEVITY CORP1.86%
PALO ALTO NETWORKS INC1.81%
ULTA BEAUTY INC1.72%
MERIT MEDICAL SYSTEMS INC1.71%
HEXCEL CORPORATION1.67%
DECKERS OUTDOOR CORP1.67%
VALMONT INDUSTRIES INC1.66%
TETRA TECH INC1.64%
PENUMBRA INC1.61%
ENCOMPASS HEALTH CORP1.57%
NVENT ELECTRIC1.55%
HANOVER INSURANCE GROUP INC1.52%
InterContinental Hotels Group PLC SPON ADS EACH REP 1 ORD SHS1.51%
FIRST SOLAR INC1.51%
DOMINOS PIZZA INC1.50%
ALLEGION PLC1.47%
DYNATRACE INC1.46%
WESTINGHOUSE AIR BRAKE TECH CORP1.46%
JONES LANG LASALLE INC1.46%
EASTGROUP PROP1.45%
STIFEL FINANCIAL CORP1.34%
NEXTRACKER INC CL A1.34%
LPL FINL HLDGS INC1.33%
JACK HENRY1.28%
QUEST DIAGNOSTICS INC1.24%
ALLEGRO MICROSYSTEMS INC1.24%
BRIGHT HORIZONS FAMILY SOLUTIONS INC1.21%
APTARGROUP INC1.17%
TRANSMEDICS GROUP INC1.16%
ALLY FINANCIAL INC1.15%
CMS ENERGY CORP1.15%
MCCORMICK-N/V1.14%
PAYLOCITY HOLDING CORP1.12%
BADGER METER INC1.09%
OMNICELL INC1.09%
BJS WHSL CLUB HLDGS INC1.09%
QCR HOLDINGS INC0.98%
KEYCORP0.95%
FED REALTY INVS0.95%

BTSMX (March 31, 2026)

SecurityWeight
MAGNOLIA OIL and GAS CORPO CL A2.20%
BJS WHSL CLUB HLDGS INC2.12%
IDEX CORPORATION2.10%
SNAP-ON INCORPORATED2.03%
ALLEGION PLC2.01%
NORDSON CORP1.93%
ANTERO MIDSTREAM CORP1.92%
CINCINNATI FINANCIAL CORP1.89%
GLOBUS MEDICAL INC1.87%
SEI INVESTMENTS1.83%
JONES LANG LASALLE INC1.82%
HUBBELL INC1.80%
APTARGROUP INC1.78%
SERVICE CORP INTERNATIONAL INC1.75%
CULLEN FROST BANKERS INC1.73%
ESSENTIAL UTILITIES INC1.68%
EXPEDITORS INTL OF WASH INC1.66%
MEDPACE HOLDINGS INC1.66%
STERIS PLC1.64%
SMITH (AO) CORP1.64%
APPLIED INDU TEC1.59%
ON SEMICONDUCTOR CORP1.57%
COOPER COS INC1.57%
NETAPP INC1.53%
CBOE GLOBAL MARKETS INC1.50%
JAZZ PHARMACEUTI1.50%
WATTS WATER TECH INC CL A1.47%
NEW YORK TIMES CO CL A1.47%
DONALDSON CO INC1.47%
F5 INC1.47%
RPM INTL INC1.45%
AMERICAN FINL GROUP INC OHIO1.45%
CHARLES RIVER LABS INTL INC1.37%
ZIMMER BIOMET HO1.34%
JACK HENRY1.32%
QUALYS INC1.32%
EAST WEST BNCRP1.30%
CHOICE HOTELS INTL INC1.27%
LINCOLN ELECTRIC HLDGS INC1.27%
MASCO CORPORATION1.27%
ATMOS ENERGY CORP1.26%
AVERY DENNISON CORP1.25%
COMMERCE BCSHS1.17%
NORTHERN TRUST CORP1.13%
BADGER METER INC1.10%
SPROUTS FMRS MKT INC1.10%
TEXAS ROADHOUSE INC1.10%
Common Stock1.09%
CAMDEN PROP TR1.09%
CFD_EQS GOLDUS33 22569081.08%

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