Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
21%
OVERLAP
BY WEIGHT
35
# OF OVERLAPPING
HOLDINGS
PAMC
132
HOLDINGS
27%
ALSO IN MCOW
MCOW
78
HOLDINGS
45%
ALSO IN PAMC
SECTOR DRIFT (PAMC minus MCOW)
OVERLAPPING HOLDINGS
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| Company | Weight in PAMC |
Weight in MCOW |
Overlap | |
|---|---|---|---|---|
 |
CURTISS-WRIGHT CORP | 3.7% | 2.3% | 2.3% |
|
PURE STORAGE, INC. CLASS A | 1.5% | 3.9% | 1.5% |
|
TEMPUR-PEDIC INTERNATIONAL | 1.7% | 1.4% | 1.4% |
 |
RB GLOBAL | 1.3% | 1.9% | 1.3% |
|
NVENT ELECTRIC PLC | 1.0% | 1.6% | 1.0% |
PAMC Overweight Relative to MCOW
|
WOODWARD INC | 3.4% |
|
TALEN ENERGY CORP | 2.5% |
|
CARPENTER TECHNOLOGY | 2.4% |
|
BWX TECHNOLOGIES, INC. | 2.4% |
|
US FOODS HOLDING CORP. | 2.1% |
|
RBC BEARINGS INC | 2.0% |
|
TWILIO, INC. CLASS A | 2.0% |
|
GUIDEWIRE SOFTWARE INC | 1.9% |
|
COHERENT INC | 1.8% |
|
API GROUP CORPORATION | 1.8% |
PAMC Underweight Relative to MCOW
|
RAMBUS INC | -2.9% |
|
DOCUSIGN, INC. | -2.9% |
|
MEDPACE HOLDINGS, INC. | -2.8% |
|
LATTICE SEMICONDUCTOR CORP | -2.7% |
|
MANHATTAN ASSOCIATES INC | -2.5% |
|
MUELLER INDUSTRIES INC | -2.4% |
|
PURE STORAGE, INC. CLASS A | -2.3% |
|
LINCOLN ELECTRIC HOLDINGS | -2.0% |
|
DROPBOX, INC. CLASS A | -2.0% |
|
CARLISLE COS INC | -2.0% |