Fund comparison · from official SEC filings
ADBLX vs BLUEX: how much do they overlap?
AMG Beutel Goodman Core Plus Bond Fund and AMG Veritas Global Real Return Fund
vs
Shared holdings
Company
ADBLX
BLUEX
D
DSVXXBNY DRYF INST PRF GVR MMF-IN
60.00%
3.35%
D
DGCXXBNY DREYFUS GOVERNMENT CASH
40.00%
2.23%
Only in ADBLX
Nothing exclusive.
Only in BLUEX
V
VCISFVINCI SA
5.50%
A
AMZNAMAZON.COM INC
4.99%
L
LDNXFLONDON STOCK EXCHANGE GROUP
4.88%
C
CPCANADIAN PACIFIC KANSAS CITY
4.84%
S
SAFRFSAFRAN SA
4.78%
M
MSFTMICROSOFT CORP
4.28%
A
AONAON PLC-CLASS A
4.23%
M
MAMASTERCARD INC - A
4.23%
E
EADSFAIRBUS SE
4.17%
U
UNHUNITEDHEALTH GROUP INC
4.05%
U
UNLYFUNILEVER PLC
3.69%
B
BDXBECTON DICKINSON AND CO
3.67%
D
DGEAFDIAGEO PLC
3.56%
T
TMOTHERMO FISHER SCIENTIFIC INC
3.32%
C
CRMSALESFORCE INC
3.30%
A
AMADFAMADEUS IT GROUP SA
3.15%
W
WATWATERS CORP
3.09%
I
ICEINTERCONTINENTAL EXCHANGE IN
2.86%
C
CMPGFCOMPASS GROUP PLC
2.50%
A
ASMLFASML HOLDING NV
2.35%
H
HHYATT HOTELS CORP - CL A
2.32%
S
SAPGFSAP SE
2.15%
C
CHTRCHARTER COMMUNICATIONS INC-A
2.11%
T
TDGTRANSDIGM GROUP INC
2.01%
E
ELVELEVANCE HEALTH INC
1.98%
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.