Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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74
Number of overlapping holdings
17.7%
% of PFM's 419 holdings also in PY
65.5%
% of PY's 114 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus PY)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in PY |
Overlap | |
|---|---|---|---|---|
 |
APPLE INC | 4.2% | 4.4% | 4.2% |
|
MICROSOFT CORP | 4.2% | 4.0% | 4.0% |
|
BROADCOM INC. | 4.5% | 2.6% | 2.6% |
|
EXXON MOBIL CORP | 2.1% | 1.9% | 1.9% |
|
HOME DEPOT INC | 1.8% | 1.5% | 1.5% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to PY
|
WAL-MART STORES INC | 3.2% |
|
JPMORGAN CHASE & CO | 2.9% |
|
VISA INC. CLASS A | 2.2% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
UNITEDHEALTH GROUP INC | 2.1% |
|
ORACLE CORP | 2.0% |
|
COSTCO WHOLESALE CORP | 1.9% |
|
BROADCOM INC. | 1.9% |
|
PROCTER & GAMBLE CO/THE | 1.7% |
|
JOHNSON & JOHNSON | 1.5% |
PFM Underweight Relative to PY
|
PULTE HOMES INC | -1.0% |
|
PARKER HANNIFIN CORP | -1.0% |
|
SYNCHRONY FINANCIAL | -0.9% |
|
FIDELITY NATIONAL INFORMATION SERVIC | -0.9% |
|
AMERICAN INTERNATIONAL GROUP | -0.9% |
|
SIMON PROPERTY GROUP INC | -0.9% |
|
CITIZENS FINANCIAL GROUP, INC. | -0.9% |
|
MARATHON PETROLEUM | -0.9% |
|
FIFTH THIRD BANCORP | -0.8% |
|
HARTFORD FINANCIAL SVCS GRP | -0.8% |