Compare IFRA · IMTM · GARP

IFRA, IMTM and GARP hold 642 companies between them. None is in every one of them, and IMTM and GARP are the most alike: 16.8% of each is the same companies.

• Information Technology
• Industrials
• Utilities
• Financials
• Energy
• Everything else

• MSFTMICROSOFT CORPIn 1 of 3IFRAnot heldIMTMnot heldGARP6.2%
• METAMETA PLATFORMS INCIn 1 of 3IFRAnot heldIMTMnot heldGARP6.1%
• NVDANVIDIA CORPIn 1 of 3IFRAnot heldIMTMnot heldGARP5.5%
• MUMICRON TECHNOLOGY INCIn 1 of 3IFRAnot heldIMTM5.5%GARPnot held
• AENAAENA SME SAIn 2 of 3IFRA5.1%IMTMnot heldGARP0.1%
• LLYELI LILLY & COIn 1 of 3IFRAnot heldIMTMnot heldGARP5.1%
• TCLTRANSURBAN GROUPIn 1 of 3IFRA4.9%IMTMnot heldGARPnot held
• NEENEXTERA ENERGY INCIn 1 of 3IFRA4.8%IMTMnot heldGARPnot held
• GOOGALPHABET INC-CIn 2 of 3IFRAnot heldIMTM2.2%GARP4.7%
• AMDADVANCED MICRO DEVICES INCIn 1 of 3IFRAnot heldIMTM4.5%GARPnot held

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.

• IFRA and IMTM share 14 companies1.6%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• IFRA and GARP share 3 companies0.3%
• IMTM and GARP share 50 companies16.8%
  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.