Compare ESGI · GARP · CNEW

ESGI, GARP and CNEW hold 435 companies between them. None is in every one of them, and ESGI and GARP are the most alike: 12.4% of each is the same companies.

• Information Technology
• Financials
• Health Care
• Industrials
• Consumer Discretionary
• Everything else
• Cash

• MSFTMICROSOFT CORPIn 1 of 3ESGInot heldGARP6.2%CNEWnot held
• METAMETA PLATFORMS INCIn 1 of 3ESGInot heldGARP6.1%CNEWnot held
• AMATAPPLIED MATERIALS INCIn 1 of 3ESGI5.8%GARPnot heldCNEWnot held
• ASMLASML HOLDING NVIn 2 of 3ESGI5.8%GARP3.1%CNEWnot held
• PANWPALO ALTO NETWORKS INCIn 1 of 3ESGI5.6%GARPnot heldCNEWnot held
• NVDANVIDIA CORPIn 1 of 3ESGInot heldGARP5.5%CNEWnot held
• LLYELI LILLY & COIn 1 of 3ESGInot heldGARP5.1%CNEWnot held
• GOOGALPHABET INC-CIn 1 of 3ESGInot heldGARP4.7%CNEWnot held
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3ESGInot heldGARP4.4%CNEWnot held
• 8316SUMITOMO MITSUI FINANCIAL GROUPIn 1 of 3ESGI2.7%GARPnot heldCNEWnot held

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. The striped colours are money we cannot see inside a company (cash, bonds, a fund we cannot open).

• ESGI and GARP share 43 companies12.4%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• ESGI and CNEW share 0 companies0.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GARP and CNEW share 0 companies0.0%

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.