Compare IMTM · CNEW · GOAT

IMTM, CNEW and GOAT hold 533 companies between them. None is in every one of them, and IMTM and GOAT are the most alike: 31.1% of each is the same companies.

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

• MUMICRON TECHNOLOGY INCIn 2 of 3IMTM5.5%CNEWnot heldGOAT3.2%
• NVDANVIDIA CORPIn 1 of 3IMTMnot heldCNEWnot heldGOAT5.2%
• AAPLAPPLE INCIn 1 of 3IMTMnot heldCNEWnot heldGOAT5.1%
• MSFTMICROSOFT CORPIn 1 of 3IMTMnot heldCNEWnot heldGOAT4.9%
• GOOGLALPHABET INC-AIn 2 of 3IMTM2.6%CNEWnot heldGOAT4.9%
• AMDADVANCED MICRO DEVICES INCIn 1 of 3IMTM4.5%CNEWnot heldGOATnot held
• LLYELI LILLY & COIn 1 of 3IMTMnot heldCNEWnot heldGOAT3.3%
• ASMLASML HOLDING NVIn 2 of 3IMTM2.7%CNEWnot heldGOAT3.1%
• INTCINTEL CORPORATIONIn 1 of 3IMTM3.0%CNEWnot heldGOATnot held
• JNJJOHNSON & JOHNSONIn 1 of 3IMTM2.4%CNEWnot heldGOATnot 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.

• IMTM and GOAT share 82 companies31.1%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• IMTM and CNEW share 0 companies0.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• CNEW and GOAT share 0 companies0.0%

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.