Compare INCM · GHRP
INCM and GHRP hold 367 companies between them. 32 are in both, and 16.5% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Information Technology
- Financials
- Health Care
- Communication Services
- Industrials
- Everything else
- MSFTMICROSOFT CORPIn all 2INCM7.8%GHRP6.2%
- METAMETA PLATFORMS INCIn 1 of 2INCMnot heldGHRP6.3%
- AAPLAPPLE INCIn 1 of 2INCM5.5%GHRPnot held
- NVDANVIDIA CORPIn 1 of 2INCMnot heldGHRP5.4%
- LLYELI LILLY & COIn all 2INCM0.6%GHRP5.0%
- GOOGALPHABET INC-CIn 1 of 2INCMnot heldGHRP4.6%
- BRK/BBERKSHIRE HATHAWAY INC CLASS BIn 1 of 2INCMnot heldGHRP4.4%
- VZVERIZON COMMUNICATIONS INCIn 1 of 2INCM4.2%GHRPnot held
- AVGOBROADCOM INCIn 1 of 2INCM3.8%GHRPnot held
- ASMLASML HOLDING NVIn 1 of 2INCMnot heldGHRP3.1%
What each fund is in
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.
What INCM already gives you
- INCM and GHRP share 32 companies16.5%
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.
What each fund changed
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.