Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
WAMFX vs BTSMX
Shared holdings
47
WAMFX covered by BTSMX
57.03%
BTSMX covered by WAMFX
57.03%
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.
WAMFX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| EVERSOURCE ENERGY | 2.27% | |
| ESSENTIAL UTILITIES INC | 2.18% | |
| PAYCHEX INC | 2.13% | |
| ROSS STORES INC | 2.11% | |
| TE CONNECTIVITY | 2.07% | |
| METTLER-TOLEDO INTL INC | 2.05% | |
| SEI INVESTMENTS | 2.01% | |
| JONES LANG LASALLE INC | 1.95% | |
| HUBBELL INC | 1.92% | |
| APTARGROUP INC | 1.89% | |
| BJS WHSL CLUB HLDGS INC | 1.87% | |
| EOG RESOURCES INC | 1.85% | |
| EDWARDS LIFESCIENCES CORP | 1.83% | |
| NORDSON CORP | 1.82% | |
| AMERICAN FINL GROUP INC OHIO | 1.80% | |
| FORTINET INC | 1.80% | |
| MSCI INC | 1.80% | |
| SYSCO CORP | 1.78% | |
| TERADYNE INC | 1.72% | |
| IDEX CORPORATION | 1.68% | |
| ATMOS ENERGY CORP | 1.63% | |
| NEW YORK TIMES CO CL A | 1.58% | |
| LINCOLN ELECTRIC HLDGS INC | 1.58% | |
| CINCINNATI FINANCIAL CORP | 1.56% | |
| ONE GAS INC | 1.56% | |
| ALLEGION PLC | 1.55% | |
| AMETEK INC NEW | 1.52% | |
| VERISK ANALYTICS INC | 1.51% | |
| MEDPACE HOLDINGS INC | 1.45% | |
| SLB LTD | 1.44% | |
| RPM INTL INC | 1.44% | |
| STERIS PLC | 1.41% | |
| CULLEN FROST BANKERS INC | 1.39% | |
| AUTOZONE INC | 1.31% | |
| NETAPP INC | 1.30% | |
| BAKER HUGHES CO | 1.29% | |
| CHOICE HOTELS INTL INC | 1.26% | |
| FACTSET RESEARCH SYSTEMS INC | 1.24% | |
| EXPEDITORS INTL OF WASH INC | 1.23% | |
| DONALDSON CO INC | 1.16% | |
| ON SEMICONDUCTOR CORP | 1.15% | |
| JACK HENRY | 1.15% | |
| GENUINE PARTS CO | 1.12% | |
| CBOE GLOBAL MARKETS INC | 1.11% | |
| SNAP-ON INCORPORATED | 1.11% | |
| BROWN & BROWN | 1.10% | |
| AGILENT TECHNOLOGIES INC | 1.10% | |
| BALL CORP | 1.07% | |
| DYNATRACE INC | 1.05% | |
| CHURCH & DWIGHT | 1.04% |
BTSMX (March 31, 2026)
| Security | Weight | |
|---|---|---|
| MAGNOLIA OIL and GAS CORPO CL A | 2.20% | |
| BJS WHSL CLUB HLDGS INC | 2.12% | |
| IDEX CORPORATION | 2.10% | |
| SNAP-ON INCORPORATED | 2.03% | |
| ALLEGION PLC | 2.01% | |
| NORDSON CORP | 1.93% | |
| ANTERO MIDSTREAM CORP | 1.92% | |
| CINCINNATI FINANCIAL CORP | 1.89% | |
| GLOBUS MEDICAL INC | 1.87% | |
| SEI INVESTMENTS | 1.83% | |
| JONES LANG LASALLE INC | 1.82% | |
| HUBBELL INC | 1.80% | |
| APTARGROUP INC | 1.78% | |
| SERVICE CORP INTERNATIONAL INC | 1.75% | |
| CULLEN FROST BANKERS INC | 1.73% | |
| ESSENTIAL UTILITIES INC | 1.68% | |
| EXPEDITORS INTL OF WASH INC | 1.66% | |
| MEDPACE HOLDINGS INC | 1.66% | |
| STERIS PLC | 1.64% | |
| SMITH (AO) CORP | 1.64% | |
| APPLIED INDU TEC | 1.59% | |
| ON SEMICONDUCTOR CORP | 1.57% | |
| COOPER COS INC | 1.57% | |
| NETAPP INC | 1.53% | |
| CBOE GLOBAL MARKETS INC | 1.50% | |
| JAZZ PHARMACEUTI | 1.50% | |
| WATTS WATER TECH INC CL A | 1.47% | |
| NEW YORK TIMES CO CL A | 1.47% | |
| DONALDSON CO INC | 1.47% | |
| F5 INC | 1.47% | |
| RPM INTL INC | 1.45% | |
| AMERICAN FINL GROUP INC OHIO | 1.45% | |
| CHARLES RIVER LABS INTL INC | 1.37% | |
| ZIMMER BIOMET HO | 1.34% | |
| JACK HENRY | 1.32% | |
| QUALYS INC | 1.32% | |
| EAST WEST BNCRP | 1.30% | |
| CHOICE HOTELS INTL INC | 1.27% | |
| LINCOLN ELECTRIC HLDGS INC | 1.27% | |
| MASCO CORPORATION | 1.27% | |
| ATMOS ENERGY CORP | 1.26% | |
| AVERY DENNISON CORP | 1.25% | |
| COMMERCE BCSHS | 1.17% | |
| NORTHERN TRUST CORP | 1.13% | |
| BADGER METER INC | 1.10% | |
| SPROUTS FMRS MKT INC | 1.10% | |
| TEXAS ROADHOUSE INC | 1.10% | |
| Common Stock | 1.09% | |
| CAMDEN PROP TR | 1.09% | |
| CFD_EQS GOLDUS33 2256908 | 1.08% |
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