Your funds, side by side
These are 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.
- Nomura Balanced Fund IVY FUNDS · 56 lines · as of Jun 30, 2026 · 100.0 %
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.
| Holding | Nomura Balanced Fund |
|---|---|
| VANGUARD SCOTTSDALE FUNDS | 4.49 % |
| Alphabet Inc | 4.16 % |
| NVIDIA Corp | 3.98 % |
| Apple Inc | 3.35 % |
| Taiwan Semiconductor Manufacturing Co Ltd | 3.27 % |
| iShares Core U.S. Aggregate Bond ETF | 3.07 % |
| ISHARES TRUST | 2.78 % |
| Applied Materials Inc | 2.44 % |
| Howmet Aerospace Inc | 2.17 % |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 2.15 % |
| Microsoft Corp | 2.12 % |
| Advanced Micro Devices Inc | 1.88 % |
| Amazon.com Inc | 1.87 % |
| Cummins Inc | 1.63 % |
| Eaton Corp PLC | 1.55 % |
| Costco Wholesale Corp | 1.34 % |
| Broadcom Inc | 1.34 % |
| JPMorgan Chase & Co | 1.30 % |
| PNC Financial Services Group Inc/The | 1.28 % |
| Mastercard Inc | 1.27 % |
| Airbus SE | 1.23 % |
| Entergy Corp | 1.15 % |
| Morgan Stanley | 1.15 % |
| Carrier Global Corp | 1.11 % |
| AutoZone Inc | 1.09 % |
| Gilead Sciences Inc | 0.99 % |
| American Express Co | 0.96 % |
| Ally Financial Inc | 0.94 % |
| BAE SYSTEMS PLC | 0.89 % |
| Cboe Global Markets Inc | 0.87 % |
Titelia read 56 lines in these 1 funds.