Compare GECV · GHRP · WYNC
GECV, GHRP and WYNC hold at least 790 companies between them. 45 are in every one of them, and GECV and WYNC are the most alike: 49.5% of each is the same companies.
We can see through 96.1% of these funds to individual companies. The rest is cash, bonds, or a fund whose holdings we cannot see, so every figure here is a floor.
Return, last year
Price only, last year, each fund starting at 100. No fund here paid a distribution in this window.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Communication Services
- Industrials
- Health Care
- Everything else
- Cash
- METAMETA PLATFORMS INCIn all 3GECV1.9%GHRP6.3%WYNC1.3%
- MSFTMICROSOFT CORPIn all 3GECV4.3%GHRP6.2%WYNC3.1%
- NVDANVIDIA CORPIn all 3GECV6.1%GHRP5.4%WYNC4.7%
- AAPLAPPLE INCIn 2 of 3GECV5.5%GHRPnot heldWYNC3.9%
- LLYELI LILLY & COIn 2 of 3GECVnot heldGHRP5.0%WYNC0.7%
- GOOGALPHABET INC-CIn all 3GECV2.0%GHRP4.6%WYNC1.4%
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn all 3GECV0.8%GHRP4.4%WYNC0.7%
- ASMLASML HOLDING NVIn all 3GECV0.8%GHRP3.1%WYNC0.7%
- AMZNAMAZON.COM INCIn 2 of 3GECV2.8%GHRPnot heldWYNC1.9%
- GEGE AEROSPACEIn 2 of 3GECVnot heldGHRP2.5%WYNC0.3%
What each fund is in
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).
What GECV already gives you
- GECV and WYNC share 195 companies49.5%A floor, not a measurement: one of these funds is not fully resolved to individual companies.
- GECV and GHRP share 104 companies28.9%
- GHRP and WYNC share 64 companies23.1%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.
What each fund changed
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.