Compare WDMF · CNEW · HGBL

WDMF, CNEW and HGBL hold 1,401 companies between them. None is in every one of them, and WDMF and HGBL are the most alike: 58.8% of each is the same companies.

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

• NVDANVIDIA CORPIn 2 of 3WDMF5.7%CNEWnot heldHGBL6.0%
• AAPLAPPLE INCIn 2 of 3WDMF5.1%CNEWnot heldHGBL5.3%
• MSFTMICROSOFT CORPIn 2 of 3WDMF3.9%CNEWnot heldHGBL4.2%
• GOOGALPHABET INC-CIn 2 of 3WDMF3.5%CNEWnot heldHGBL1.9%
• AMZNAMAZON.COM INCIn 2 of 3WDMF2.3%CNEWnot heldHGBL2.7%
• GOOGLALPHABET INC-AIn 2 of 3WDMF0.3%CNEWnot heldHGBL2.3%
• 601579Kuaijishan Shaoxing Wine Co LtdIn 1 of 3WDMFnot heldCNEW2.0%HGBLnot held
• AVGOBROADCOM INCIn 2 of 3WDMF1.9%CNEWnot heldHGBL1.9%
• METAMETA PLATFORMS INCIn 2 of 3WDMF1.5%CNEWnot heldHGBL1.8%
• 688046Gempharmatech Co LtdIn 1 of 3WDMFnot heldCNEW1.7%HGBLnot 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.

• WDMF and HGBL share 369 companies58.8%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• WDMF and CNEW share 0 companies0.0%
  A floor, not a measurement: one of these funds is not fully resolved to individual companies.
• CNEW and HGBL 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.