Compare ALFA · HYLD · AQLT

ALFA, HYLD and AQLT hold 99 companies between them. 11 are in every one of them, and ALFA and HYLD are the most alike: 51.2% of each is the same companies.

• Financials
• Materials
• Energy
• Health Care
• Consumer Discretionary
• Everything else

• BHPBHP GROUP LIMITEDIn all 3ALFA11.1%HYLD10.3%AQLT4.6%
• ANZANZ GROUP HOLDINGS LIMITEDIn all 3ALFA5.7%HYLD10.0%AQLT4.1%
• WBCWESTPAC BANKING CORPORATIONIn all 3ALFA1.2%HYLD9.6%AQLT4.0%
• CSLCSL LIMITEDIn 2 of 3ALFA0.8%HYLDnot heldAQLT9.6%
• NABNATIONAL AUSTRALIA BANK LIMITEDIn all 3ALFA1.3%HYLD9.6%AQLT4.6%
• WDSWOODSIDE ENERGY GROUP LTDIn all 3ALFA4.1%HYLD7.5%AQLT3.1%
• WESWESFARMERS LIMITEDIn all 3ALFA0.8%HYLD4.2%AQLT5.7%
• TLSTELSTRA GROUP LIMITEDIn all 3ALFA2.3%HYLD4.4%AQLT5.3%
• RIORIO TINTO LIMITEDIn 2 of 3ALFA0.8%HYLD5.2%AQLTnot held
• CBACOMMONWEALTH BANK OF AUSTRALIA.In 2 of 3ALFA5.1%HYLDnot heldAQLT4.9%

Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• ALFA and HYLD share 23 companies51.2%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• ALFA and AQLT share 16 companies34.3%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• HYLD and AQLT share 13 companies35.2%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.

Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.

Reading the holdings history…

Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.