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XPND vs IGM

Shared holdings
40
XPND covered by IGM
51.14%
IGM covered by XPND
51.14%

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.

XPND (Feb. 28, 2026)

SecurityWeight
CISCO SYSTEMS INC4.71%
META PLATFORMS INC CL A4.70%
NVIDIA CORP4.70%
ALPHABET INC CL A4.57%
VISA INC-CLASS A4.50%
APPLE INC4.45%
APPLIED MATERIALS INC4.44%
MASTERCARD INC CL A4.41%
LAM RESEARCH CORP4.40%
NETFLIX INC4.20%
PALANTIR TECHNOLOGIES INC3.82%
MICROSOFT CORP3.75%
BROADCOM INC3.72%
T-MOBILE US INC3.64%
ORACLE CORP3.38%
INTL BUS MACH CORP3.36%
KLA CORP3.01%
TEXAS INSTRUMENTS INC2.89%
WALT DISNEY CO/T2.84%
AMPHENOL CORPORATION CL A2.68%
ARISTA NETWORKS INC2.52%
QUALCOMM INC2.28%
APPLOVIN CORP2.20%
CORNING INC1.93%
INTUIT INC1.71%
SERVICENOW INC1.68%
ADOBE INC1.65%
CADENCE DESIGN SYSTEMS INC1.23%
MARVELL TECHNOLOGY INC1.05%
TERADYNE INC0.46%
MOTOROLA SOLUTIONS INC0.34%
JABIL INC0.33%
MONOLITHIC POWER SYS INC0.33%
LIVE NATION ENTERTAINMENT INC0.32%
WARNER BROS DISCOVERY INC0.31%
TKO GROUP HOLDINGS INC0.30%
MSILF Treasury Portfolio, Class Institutional0.29%
WARNER MUSIC GRP CORP CL A0.26%
FORTINET INC0.25%
PTC INC0.23%
NETAPP INC0.23%
ZOOM VIDEO COMMUNICATIONS INC CL A0.23%
FOX CORP CL A0.22%
GEN DIGITAL INC0.22%
AUTODESK INC0.21%
PAYPAL HOLDINGS0.19%
PURE STORAGE INC CL A0.19%
DATADOG INC CL A0.18%
GODADDY INC CL A0.18%
WORKDAY INC CL A0.16%

IGM (March 31, 2026)

SecurityWeight
APPLE INC8.65%
NVIDIA CORP8.34%
MICROSOFT CORP8.13%
BROADCOM INC8.06%
ALPHABET INC CL A4.60%
META PLATFORMS INC CL A4.11%
ALPHABET INC CL C3.68%
NETFLIX INC2.64%
MICRON TECHNOLOGY INC2.48%
PALANTIR TECHNOLOGIES INC2.18%
ADV MICRO DEVICE2.16%
CISCO SYSTEMS INC2.00%
APPLIED MATERIALS INC1.77%
LAM RESEARCH CORP1.74%
ORACLE CORP1.62%
INTL BUS MACH CORP1.48%
INTEL CORP1.35%
KLA CORP1.26%
BlackRock Cash Funds: Institutional, SL Agency Shares1.25%
TEXAS INSTRUMENTS INC1.15%
SALESFORCE INC1.14%
ANALOG DEVICES INC1.01%
AMPHENOL CORPORATION CL A1.01%
SHOPIFY INC CL A0.95%
QUALCOMM INC0.89%
PALO ALTO NETWORKS INC0.84%
ARISTA NETWORKS INC0.83%
ACCENTURE PLC CL A0.79%
INTUIT INC0.78%
SERVICENOW INC0.71%
APPLOVIN CORP0.70%
CORNING INC0.69%
ADOBE INC0.65%
CROWDSTRIKE HOLDINGS INC0.64%
SANDISK CORPORATION0.61%
WESTERN DIGITAL CORP0.60%
MARVELL TECHNOLOGY INC0.56%
SEAGATE TECHNOLOGY HOLDINGS PLC0.56%
SYNOPSYS INC0.49%
CADENCE DESIGN SYSTEMS INC0.49%
MOTOROLA SOLUTIONS INC0.47%
CLOUDFLARE INC-A0.43%
TE CONNECTIVITY PLC0.40%
CIENA CORP0.36%
MONOLITHIC POWER SYS INC0.35%
FORTINET INC0.34%
SNOWFLAKE INC CL A0.34%
AUTODESK INC0.33%
LUMENTUM HOLDINGS INC0.33%
NXP SEMICONDUCTORS NV0.32%

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