Titelia

Your funds, side by side

The lines these funds hold in common, and the companies you own through them. Weights are the ones each document states, with no currency conversion.

Add a second fund to see what the two hold in common.

The companies you hold through them

A company's weight in the portfolio is its weight inside each fund, times that fund's share of the portfolio. With no amounts given, the funds weigh the same.

HoldingSIMT Tax-Managed Large Cap Fund
Alphabet Inc 5.22 %
Microsoft Corp 4.32 %
Apple Inc 3.79 %
NVIDIA Corp 3.17 %
Johnson & Johnson 2.41 %
Amazon.com Inc 1.78 %
Meta Platforms Inc 1.66 %
Moody's Corp 1.50 %
Broadcom Inc 1.47 %
Visa Inc 1.33 %
Mastercard Inc 1.27 %
Merck & Co Inc 1.22 %
Bank of America Corp 1.22 %
TJX Cos Inc/The 1.18 %
Mettler-Toledo International Inc 1.18 %
AT&T Inc 1.12 %
Citigroup Inc 1.07 %
JPMorgan Chase & Co 1.03 %
Linde PLC 1.01 %
Cisco Systems, Inc. 0.98 %
Morgan Stanley 0.98 %
Lowe's Cos Inc 0.88 %
RTX Corp 0.85 %
AutoZone Inc 0.84 %
Chevron Corp 0.77 %
Berkshire Hathaway Inc 0.74 %
Oracle Corp 0.74 %
Adobe Inc 0.72 %
PepsiCo Inc 0.70 %
Kroger Co/The 0.70 %

1 funds, 324 lines read.