Compare GHRP · INCM
GHRP and INCM hold 367 companies between them. 32 are in both, and 16.5% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Health Care
- Communication Services
- Industrials
- Everything else
- MSFTMICROSOFT CORPIn all 2GHRP6.2%INCM7.8%
- METAMETA PLATFORMS INCIn 1 of 2GHRP6.3%INCMnot held
- AAPLAPPLE INCIn 1 of 2GHRPnot heldINCM5.5%
- NVDANVIDIA CORPIn 1 of 2GHRP5.4%INCMnot held
- LLYELI LILLY & COIn all 2GHRP5.0%INCM0.6%
- GOOGALPHABET INC-CIn 1 of 2GHRP4.6%INCMnot held
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 2GHRP4.4%INCMnot held
- VZVERIZON COMMUNICATIONS INCIn 1 of 2GHRPnot heldINCM4.2%
- AVGOBROADCOM INCIn 1 of 2GHRPnot heldINCM3.8%
- ASMLASML HOLDING NVIn 1 of 2GHRP3.1%INCMnot held
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. Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.
What GHRP already gives you
- GHRP and INCM share 32 companies16.5%
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.