Compare SFY · ALFA · AUMF

SFY, ALFA and AUMF hold 149 companies between them. 21 are in every one of them, and SFY and ALFA are the most alike: 56.8% of each is the same companies.

• Financials
• Materials
• Industrials
• Consumer Staples
• Energy
• Everything else

• BHPBHP GROUP LIMITEDIn all 3SFY14.6%ALFA11.1%AUMF10.0%
• CBACOMMONWEALTH BANK OF AUSTRALIA.In all 3SFY11.9%ALFA5.1%AUMF7.8%
• NABNATIONAL AUSTRALIA BANK LIMITEDIn all 3SFY5.8%ALFA1.3%AUMF2.7%
• WBCWESTPAC BANKING CORPORATIONIn all 3SFY5.7%ALFA1.2%AUMF2.6%
• ANZANZ GROUP HOLDINGS LIMITEDIn all 3SFY5.5%ALFA5.7%AUMF2.4%
• MQGMACQUARIE GROUP LIMITEDIn all 3SFY4.0%ALFA5.0%AUMF1.5%
• RIORIO TINTO LIMITEDIn all 3SFY2.9%ALFA0.8%AUMF4.3%
• CSLCSL LIMITEDIn all 3SFY4.2%ALFA0.8%AUMF1.2%
• WDSWOODSIDE ENERGY GROUP LTDIn all 3SFY2.8%ALFA4.1%AUMF0.4%
• WESWESFARMERS LIMITEDIn all 3SFY4.0%ALFA0.8%AUMF1.5%

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.

• SFY and ALFA share 30 companies56.8%
• SFY and AUMF share 25 companies46.3%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• ALFA and AUMF share 37 companies53.8%
  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.