Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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10
Number of overlapping holdings
22.2%
% of PFI's 45 holdings also in KCE
15.6%
% of KCE's 64 holdings also in PFI
Overlap by Weight
Sector Drift (PFI minus KCE)
Overlapping Holdings
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| Company | Weight in PFI |
Weight in KCE |
Overlap | |
|---|---|---|---|---|
 |
MORGAN STANLEY | 2.6% | 1.7% | 1.7% |
|
AMERIPRISE FINANCIAL INC | 5.2% | 1.6% | 1.6% |
|
HOULIHAN LOKEY, INC. CLASS A | 1.7% | 1.6% | 1.6% |
|
RAYMOND JAMES FINANCIAL INC | 2.7% | 1.5% | 1.5% |
|
JEFFERIES FINANCIAL GROUP INC. | 1.5% | 1.7% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
PFI Overweight Relative to KCE
|
MASTERCARD INC-CLASS A | 6.5% |
|
PROGRESSIVE CORP | 6.0% |
|
GLOBE LIFE INC. | 4.2% |
|
VISA INC-CLASS A SHARES | 3.8% |
|
AMERIPRISE FINANCIAL INC | 3.6% |
|
APOLLO GLOBAL MANAGEMENT INC. | 3.5% |
|
ARTHUR J GALLAGHER & CO | 3.2% |
|
MARSH & MCLENNAN COS | 2.7% |
 |
AON PLC CLASS A | 2.7% |
|
AMERICAN EXPRESS CO | 2.6% |
PFI Underweight Relative to KCE
|
COINBASE GLOBAL, INC. CLASS A | -2.3% |
|
MARKETAXESS HOLDINGS INC | -2.0% |
|
BLACKSTONE GROUP LP/THE | -1.9% |
|
FOCUS FINANCIAL PARTNERS, INC. CLASS | -1.8% |
|
ARES MANAGEMENT LP | -1.8% |
|
CARLYLE GROUP/THE | -1.8% |
|
EVERCORE PARTNERS INC-CL A | -1.8% |
|
TRADEWEB MARKETS, INC. CLASS A | -1.8% |
|
FRANKLIN RESOURCES INC | -1.8% |
|
KKR & CO LP | -1.8% |