Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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33
Number of overlapping holdings
27.0%
% of MTUM's 124 holdings also in PWB
67.3%
% of PWB's 49 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 | |
|---|---|---|---|---|
 |
VISA INC. CLASS A | 4.1% | 3.4% | 3.4% |
|
COSTCO WHOLESALE CORP | 3.1% | 3.1% | 3.1% |
|
META PLATFORMS INC | 4.2% | 3.1% | 3.1% |
|
WAL-MART STORES INC | 4.8% | 3.1% | 3.1% |
|
NVIDIA CORP | 4.1% | 3.1% | 3.1% |
Position Highlights (Non-Overlapping Exposures)
MTUM Overweight Relative to PWB
|
JPMORGAN CHASE & CO | 5.0% |
|
TESLA MOTORS INC | 3.9% |
|
PALANTIR TECHNOLOGIES INC. CLASS A | 2.6% |
|
PHILIP MORRIS INTERNATIONAL | 1.9% |
|
AT&T INC | 1.7% |
|
GOLDMAN SACHS GROUP INC | 1.7% |
|
WAL-MART STORES INC | 1.7% |
|
GE VERONA | 1.6% |
|
T-MOBILE US, INC. | 1.5% |
|
WELLS FARGO & CO | 1.5% |
MTUM Underweight Relative to PWB
|
MASTERCARD INCORPORATED CLASS A | -3.4% |
|
MICROSOFT CORP | -3.4% |
|
AMAZON.COM INC | -3.2% |
|
APPLE INC | -3.1% |
|
ALPHABET INC. CLASS A | -3.1% |
|
AMERICAN EXPRESS CO | -1.8% |
|
AUTOZONE INC | -1.7% |
|
GE AEROSPACE | -1.6% |
|
SCHWAB (CHARLES) CORP | -1.5% |
|
UBER TECHNOLOGIES, INC. | -1.5% |