Compare GOAT · GRIN · GARP

GOAT, GRIN and GARP hold 390 companies between them. None is in every one of them, and GOAT and GARP are the most alike: 25.2% of each is the same companies.

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

• MSFTMICROSOFT CORPIn 2 of 3GOAT4.9%GRINnot heldGARP6.2%
• METAMETA PLATFORMS INCIn 1 of 3GOATnot heldGRINnot heldGARP6.1%
• NVDANVIDIA CORPIn 2 of 3GOAT5.2%GRINnot heldGARP5.5%
• AAPLAPPLE INCIn 1 of 3GOAT5.1%GRINnot heldGARPnot held
• LLYELI LILLY & COIn 2 of 3GOAT3.3%GRINnot heldGARP5.1%
• GOOGLALPHABET INC-AIn 1 of 3GOAT4.9%GRINnot heldGARPnot held
• GOOGALPHABET INC-CIn 1 of 3GOATnot heldGRINnot heldGARP4.7%
• BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 3GOATnot heldGRINnot heldGARP4.4%
• MUMICRON TECHNOLOGY INCIn 1 of 3GOAT3.2%GRINnot heldGARPnot held
• ASMLASML HOLDING NVIn 2 of 3GOAT3.1%GRINnot heldGARP3.1%

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 GARP share 30 companies25.2%
• GOAT and GRIN share 0 companies0.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• GRIN and GARP share 0 companies0.0%
  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.