Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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81
Number of overlapping holdings
65.3%
% of MTUM's 125 holdings also in PALC
45.0%
% of PALC's 180 holdings also in MTUM
Overlap by Weight
Sector Drift (MTUM minus PALC)
Overlapping Holdings
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| Company | Weight in MTUM |
Weight in PALC |
Overlap | |
|---|---|---|---|---|
 |
META PLATFORMS INC | 5.2% | 4.5% | 4.5% |
|
BROADCOM INC. | 5.3% | 2.8% | 2.8% |
|
JPMORGAN CHASE & CO | 4.5% | 2.5% | 2.5% |
|
WAL-MART STORES INC | 4.4% | 2.4% | 2.4% |
|
TESLA MOTORS INC | 3.8% | 2.2% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
MTUM Overweight Relative to PALC
|
BERKSHIRE HATHAWAY INC-CL B | 4.1% |
|
VISA INC. CLASS A | 4.0% |
|
NETFLIX INC | 3.0% |
|
BROADCOM INC. | 2.5% |
|
PHILIP MORRIS INTERNATIONAL | 2.2% |
|
WAL-MART STORES INC | 2.1% |
|
JPMORGAN CHASE & CO | 1.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 1.9% |
|
TESLA MOTORS INC | 1.6% |
|
GE VERONA | 1.6% |
MTUM Underweight Relative to PALC
|
NVIDIA CORP | -4.9% |
|
AMAZON.COM INC | -4.4% |
|
BANK OF AMERICA CORP | -0.8% |
|
AMERICAN EXPRESS CO | -0.6% |
|
WILLIS TOWERS WATSON PUBLIC LIMITED | -0.6% |
|
EVERGY, INC. | -0.6% |
|
PUBLIC SERVICE ENTERPRISE GP | -0.6% |
|
MARSH & MCLENNAN COS | -0.6% |
|
ATMOS ENERGY CORP | -0.6% |
|
CHURCH & DWIGHT CO INC | -0.6% |