Compare fund portfolios

See how two funds' portfolios overlap. Enter two tickers:

vs

UTRN vs PRGEX

Shared holdings
3
UTRN covered by PRGEX
10.15%
PRGEX covered by UTRN
10.15%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 25 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

UTRN (Feb. 28, 2025)

SecurityWeight
BANK OF AMERICA CORPORATION4.14%
KINDER MORGAN INC4.10%
VISA INC-CLASS A4.08%
FIDELITY NATL INFORM SVCS INC4.06%
PNC FINANCIAL SERVICES GRP INC4.05%
MASTERCARD INC CL A4.05%
US BANCORP DEL4.05%
RAYMOND JAMES FINANCIAL INC.4.04%
COMCAST CORP CL A4.04%
STATE STREET CORP4.04%
BROADRIDGE FINL4.03%
SEAGATE TECHNOLO4.02%
TAKE-TWO INTERACTV SOFTWR INC4.00%
JACOBS SOLUTIONS INC4.00%
MOODYS CORP3.98%
JUNIPER NETWORKS INC3.97%
S&P GLOBAL INC3.97%
ANSYS INC3.97%
CORNING INC3.96%
DUPONT DE NEMOURS INC3.96%
CORTEVA INC3.96%
CISCO SYSTEMS INC3.94%
ADOBE INC3.92%
APTIV PLC3.88%
GE HEALTHCARE TECHNOLOGIES INC WI3.80%

PRGEX (Nov. 29, 2024)

SecurityWeight
BANK OF AMERICA CORPORATION4.44%
ALPHABET INC CL A3.91%
CRH PLC3.85%
CARDINAL HEALTH INC3.71%
CISCO SYSTEMS INC3.51%
KB FINANCIAL GRO3.47%
SAMSUNG ELECTRONICS CO LTD3.23%
AMAZON.COM INC3.04%
ABN AMRO BANK-CV2.87%
SHELL PLC SPONS ADR2.80%
EVERSOURCE ENERGY2.70%
Sanofi SA2.55%
STATE STREET CORP2.50%
BABA-W2.43%
STANDARD CHARTER2.37%
ADV MICRO DEVICE2.23%
INTL BUS MACH CORP2.22%
WILLIS TOWERS WATSON PLC1.94%
PERSIMMON1.91%
EBAY INC1.88%
DEUTSCHE TELEKOM1.75%
PFIZER INC1.75%
HENSOLDT AG1.72%
RANGE RESOURCES CORP1.71%
HANA FINANCIAL G1.67%
TECK RESOURCES-B1.65%
DREY-GVT CSH-I1.59%
PURE STORAGE INC CL A1.47%
PAYPAL HOLDINGS1.45%
AIR PRODUCTS and CHEMICALS INC1.38%
THE CIGNA GROUP1.35%
BARRICK GOLD CRP1.32%
FUJIFILM HOLDING1.32%
WELLS FARGO & CO1.31%
BANK OF IRELAND GROUP PLC1.25%
NEWMONT CORP1.21%
FUJI ELECTRIC CO LTD1.18%
SONY GROUP CORP1.17%
OVINTIV INC1.16%
UNITED PARCEL SERVICE INC CL B1.15%
MITSUB ELEC CORP1.10%
SUBARU CORP1.10%
AERCAP HOLDINGS NV1.04%
UBER TECHNOLOGIES INC1.03%
AXCELIS TECHNOLOGIES INC1.00%
MEDTRONIC PLC0.96%
QUALCOMM INC0.94%
FINECOBANK SPA0.90%
NEXI SPA0.75%
ZOOM VIDEO COMMUNICATIONS INC CL A0.69%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.