Fund Overlap
See which holdings any two equity ETFs have in common, along with top differences in exposure.
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OVERLAP
28%
OVERLAP
BY WEIGHT
39
# OF OVERLAPPING
HOLDINGS
PAMC
127
HOLDINGS
31%
ALSO IN MCOW
MCOW
80
HOLDINGS
49%
ALSO IN PAMC
SECTOR DRIFT (PAMC minus MCOW)
OVERLAPPING HOLDINGS
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| Company | Weight in PAMC |
Weight in MCOW |
Overlap | |
|---|---|---|---|---|
 |
COMFORT SYSTEMS USA INC | 2.9% | 4.7% | 2.9% |
|
PURE STORAGE, INC. CLASS A | 2.2% | 3.9% | 2.2% |
|
MEDPACE HOLDINGS, INC. | 1.5% | 3.6% | 1.5% |
|
LATTICE SEMICONDUCTOR CORP | 1.5% | 2.7% | 1.5% |
|
CURTISS-WRIGHT CORP | 1.4% | 1.7% | 1.4% |
PAMC Overweight Relative to MCOW
|
CIENA CORP | 2.8% |
|
ILLUMINA INC | 2.4% |
|
HIMS & HERS HEALTH, INC. CLASS A | 1.8% |
|
CARPENTER TECHNOLOGY | 1.5% |
|
CYTOKINETICS INC | 1.5% |
|
MA-COM TECHNOLOGY SOLUTIONS | 1.4% |
|
DUOLINGO, INC. CLASS A | 1.4% |
|
ECHOSTAR CORP-A | 1.3% |
|
VF CORP | 1.3% |
|
GUIDEWIRE SOFTWARE INC | 1.3% |
PAMC Underweight Relative to MCOW
|
DOCUSIGN, INC. | -3.7% |
|
MANHATTAN ASSOCIATES INC | -2.6% |
|
MUELLER INDUSTRIES INC | -2.2% |
|
MEDPACE HOLDINGS, INC. | -2.1% |
|
DT MIDSTREAM, INC. | -2.0% |
|
EXELIXIS INC | -2.0% |
|
DROPBOX, INC. CLASS A | -2.0% |
|
RAMBUS INC | -2.0% |
|
COMFORT SYSTEMS USA INC | -1.8% |
|
QUALYS INC | -1.8% |