Compare GOAT · GARP · WDMF

GOAT, GARP and WDMF hold 646 companies between them. 21 are in every one of them, and GARP and WDMF are the most alike: 32.6% of each is the same companies.

• Information Technology
• Financials
• Industrials
• Health Care
• Communication Services
• Everything else

• MSFTMICROSOFT CORPIn all 3GOAT4.9%GARP6.2%WDMF3.9%
• METAMETA PLATFORMS INCIn 2 of 3GOATnot heldGARP6.1%WDMF1.5%
• NVDANVIDIA CORPIn all 3GOAT5.2%GARP5.5%WDMF5.7%
• AAPLAPPLE INCIn 2 of 3GOAT5.1%GARPnot heldWDMF5.1%
• LLYELI LILLY & COIn all 3GOAT3.3%GARP5.1%WDMF0.9%
• GOOGLALPHABET INC-AIn 2 of 3GOAT4.9%GARPnot heldWDMF0.3%
• GOOGALPHABET INC-CIn 2 of 3GOATnot heldGARP4.7%WDMF3.5%
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 2 of 3GOATnot heldGARP4.4%WDMF0.3%
• MUMICRON TECHNOLOGY INCIn 2 of 3GOAT3.2%GARPnot heldWDMF1.1%
• ASMLASML HOLDING NVIn all 3GOAT3.1%GARP3.1%WDMF0.7%

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.

• GOAT and WDMF share 77 companies32.5%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GOAT and GARP share 30 companies25.2%
• GARP and WDMF share 107 companies32.6%
  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.