Compare HVST · SSO

HVST and SSO hold at least 313 companies between them. 121 are in both, and 2.7% of each fund is the same companies.

We can see through 98.7% 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.

• Materials
• Financials
• Industrials
• Consumer Discretionary
• Real Estate
• Everything else
• Cash

• BHPBHP GROUP LIMITEDIn 1 of 2HVST12.2%SSOnot held
• NABNATIONAL AUSTRALIA BANK LIMITEDIn 1 of 2HVST7.5%SSOnot held
• WBCWESTPAC BANKING CORPORATIONIn 1 of 2HVST7.5%SSOnot held
• CBACOMMONWEALTH BANK OF AUSTRALIA.In 1 of 2HVST6.9%SSOnot held
• ANZANZ GROUP HOLDINGS LIMITEDIn 1 of 2HVST5.1%SSOnot held
• WESWESFARMERS LIMITEDIn 1 of 2HVST3.9%SSOnot held
• CSLCSL LIMITEDIn 1 of 2HVST3.8%SSOnot held
• MQGMACQUARIE GROUP LIMITEDIn 1 of 2HVST3.5%SSOnot held
• WDSWOODSIDE ENERGY GROUP LTDIn 1 of 2HVST3.1%SSOnot held
• VAUVAULT MINERALS LIMITEDIn all 2HVST<0.1%SSO2.1%

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. The striped colours are money we cannot see inside a company (cash, bonds, a fund we cannot open). Cash, bonds and funds we cannot open that come to under 1% of a bar are in Everything else.

• HVST and SSO share 121 companies2.7%
  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.