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
7.9%
% of PFM's 419 holdings also in SWP
70.2%
% of SWP's 47 holdings also in PFM
Overlap by Weight
Sector Drift (PFM minus SWP)
Overlapping Holdings
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| Company | Weight in PFM |
Weight in SWP |
Overlap | |
|---|---|---|---|---|
 |
MICROSOFT CORP | 3.9% | 5.4% | 3.9% |
|
APPLE INC | 3.9% | 3.4% | 3.4% |
|
BROADCOM INC. | 3.3% | 2.6% | 2.6% |
|
JPMORGAN CHASE & CO | 3.0% | 2.2% | 2.2% |
|
ORACLE CORP | 2.2% | 2.5% | 2.2% |
Position Highlights (Non-Overlapping Exposures)
PFM Overweight Relative to SWP
|
WAL-MART STORES INC | 2.9% |
|
UNITEDHEALTH GROUP INC | 2.4% |
|
EXXON MOBIL CORP | 2.3% |
|
MASTERCARD INCORPORATED CLASS A | 2.1% |
|
COSTCO WHOLESALE CORP | 1.7% |
|
PROCTER & GAMBLE CO/THE | 1.7% |
|
JOHNSON & JOHNSON | 1.6% |
|
BANK OF AMERICA CORP | 1.6% |
|
CHEVRON CORP | 1.3% |
|
COCA-COLA CO/THE | 1.2% |
PFM Underweight Relative to SWP
 |
LAZARD LTD-CL A | -2.9% |
|
PNC FINANCIAL SERVICES GROUP | -2.8% |
|
SALESFORCE.COM INC | -2.5% |
|
BAKER HUGHES COMPANY CLASS A | -2.4% |
|
ARAMARK HOLDINGS CORP | -2.4% |
|
KINDER MORGAN INC | -2.3% |
|
GOLDMAN SACHS GROUP INC | -2.2% |
 |
ASTRAZENECA PLC-SPONS ADR | -2.0% |
|
TJX COMPANIES INC | -1.9% |
 |
CAMECO CORP | -1.9% |