Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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36
Number of overlapping holdings
30.0%
% of MTUM's 124 holdings also in PWB
72.0%
% of PWB's 50 holdings also in MTUM
Overlap by Weight
Sector Drift (MTUM minus PWB)
Overlapping Holdings
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Company | Weight in MTUM |
Weight in PWB |
Overlap | |
---|---|---|---|---|
NVIDIA CORP | 6.6% | 4.1% | 4.1% | |
AMAZON.COM INC | 4.8% | 3.6% | 3.6% | |
BROADCOM INC. | 5.7% | 3.5% | 3.5% | |
MICROSOFT CORP | 4.5% | 3.3% | 3.3% | |
META PLATFORMS INC | 5.4% | 3.2% | 3.2% |
Position Highlights (Non-Overlapping Exposures)
MTUM Overweight Relative to PWB
ADVANCED MICRO DEVICES | 2.9% | |
NVIDIA CORP | 2.5% | |
BROADCOM INC. | 2.3% | |
GENERAL ELECTRIC COMPANY | 2.3% | |
META PLATFORMS INC | 2.2% | |
ELI LILLY & CO | 2.0% | |
AMGEN INC | 1.7% | |
INTL BUSINESS MACHINES CORP | 1.5% | |
INTUIT INC | 1.4% | |
ACCENTURE PLC-CL A | 1.3% |
MTUM Underweight Relative to PWB
ALPHABET INC. CLASS A | -3.8% | |
ORACLE CORP | -3.4% | |
VISA INC. CLASS A | -3.3% | |
MASTERCARD INCORPORATED CLASS A | -3.2% | |
APPLE INC | -3.2% | |
SPOTIFY TECHNOLOGY SA | -1.7% | |
MOTOROLA SOLUTIONS | -1.5% | |
SHERWIN-WILLIAMS CO/THE | -1.4% | |
TJX COMPANIES INC | -1.4% | |
VERISK ANALYTICS INC-CLASS A | -1.4% |