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WRLDX vs MFSIX

Shared holdings
6
WRLDX covered by MFSIX
16.20%
MFSIX covered by WRLDX
16.20%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 34 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

WRLDX (June 30, 2025)

SecurityWeight
BROOKFIELD CORP CL A5.63%
ORACLE CORP5.02%
MICROSOFT CORP4.74%
FISERV INC4.18%
MARKEL GROUP INC4.12%
MCKESSON CORP4.07%
FRANCO-NEVADA CORP4.03%
HEINEKEN HLDG3.88%
Novartis AG3.69%
SAMSUNG ELE-PREF3.58%
BERKSHIRE HATH-B3.45%
VISA INC-CLASS A3.43%
Smith & Nephew PLC3.42%
OCCIDENTAL PETROLEUM CORP3.17%
CME GROUP INC CL A3.11%
FIRST AM-TR OB-Z2.99%
AIR PRODUCTS and CHEMICALS INC2.98%
ASSA ABLOY AB SER B2.74%
COMMSTCK2.63%
HALEON PLC SPONS ADR2.55%
Sony Group Corp. SPON ADR EACH REPR 1 ORD2.53%
COMCAST CORP CL A2.47%
ADOBE INC2.25%
THE BOOKING HOLDINGS INC2.21%
AON PLC2.16%
U-HAUL HOLDING CO2.02%
COMPASS GROUP1.91%
WALT DISNEY CO/T1.91%
UNITEDHEALTH GRP1.89%
UNION PACIFIC CORP1.85%
CVS HEALTH CORP1.58%
SAMSUNG ELECTRONICS CO LTD1.48%
SLB LTD1.37%
CENTENE CORP0.99%

MFSIX (Jan. 31, 2025)

SecurityWeight
ALPHABET INC CL C7.51%
MICROSOFT CORP7.50%
LILLY ELI and CO6.16%
COSTCO WHOLESALE CORP5.35%
APPLE INC4.51%
AMAZON.COM INC4.48%
VISA INC-CLASS A4.42%
JPMORGAN CHASE and CO3.74%
ORACLE CORP3.71%
NEXTERA ENERGY INC3.60%
UNITEDHEALTH GRP3.36%
PROGRESSIVE CORP OHIO3.08%
State Street Navigator Securities Lending Portfolio II2.93%
ACCENTURE PLC CL A2.91%
TJX COS INC2.78%
LINDE PLC2.75%
AGILENT TECHNOLOGIES INC2.68%
US BANCORP DEL2.37%
HOME DEPOT INC2.33%
DANAHER CORP2.31%
QUALCOMM INC2.23%
TEXAS INSTRUMENTS INC2.20%
ECOLAB INC2.19%
BLACKROCK INC2.15%
EQUIFAX INC2.03%
ANALOG DEVICES INC1.93%
KEYSIGHT TECHNOLOGIES INC1.88%
TE CONNECTIVITY PLC1.88%
SCHWAB CHARLES CORP1.83%
ADOBE INC1.24%
UNION PACIFIC CORP1.20%
VERTEX PHARMACEUTICALS INC0.74%

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