Fund comparison · from official SEC filings

BBTSX vs CBSAX: how much do they overlap?

Bridge Builder Tax Managed Small/Mid Cap Fund and Columbia Select Mid Cap Growth Fund
Holdings overlap
13%
of assets, by weight
Shared positions
55
of 949 / 71 holdings
BBTSX expense ratio
0.39%
net, per year
CBSAX expense ratio
1.12%
net, per year
Shared holdings
Company
BBTSX
CBSAX
T
TTWOTAKE-TWO INTERACTIVE SOFTWRE
0.09%
3.99%
H
HWMHOWMET AEROSPACE INC
0.32%
3.16%
D
DDOGDATADOG INC - CLASS A
0.14%
3.04%
N
NETCLOUDFLARE INC - CLASS A
0.24%
2.65%
R
RKLBROCKET LAB CORP
0.48%
2.62%
S
SNDKSANDISK CORP
0.03%
2.36%
V
VRTVERTIV HOLDINGS CO-A
0.33%
2.36%
L
LSCCLATTICE SEMICONDUCTOR CORP
0.22%
2.35%
M
MPWRMONOLITHIC POWER SYSTEMS INC
0.11%
2.28%
S
SNSHARKNINJA INC
0.31%
2.22%
X
XPOXPO INC
0.42%
2.16%
V
VSTVISTRA CORP
0.16%
2.06%
C
CRSCARPENTER TECHNOLOGY
0.05%
1.99%
B
BEBLOOM ENERGY CORP- A
0.24%
1.92%
T
TRGPTARGA RESOURCES CORP
0.11%
1.89%
A
AXONAXON ENTERPRISE INC
0.41%
1.84%
F
FIXCOMFORT SYSTEMS USA INC
1.82%
0.95%
R
RBCRBC BEARINGS INC
0.37%
1.71%
R
ROKUROKU INC
0.37%
1.70%
F
FIVEFIVE BELOW
0.05%
1.61%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.33%
1.58%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.34%
1.58%
W
WYNNWYNN RESORTS LTD
0.32%
1.52%
V
VIKVIKING HOLDINGS LTD
0.11%
1.48%
H
HOODROBINHOOD MARKETS INC - A
0.10%
1.48%
Only in BBTSX
M
MGMXXJPMORGAN US GOVT MMKT-IM
2.14%
F
FTAIFTAI AVIATION LTD
1.02%
?
ASCENDIS PHARMA A/S - ADR
0.96%
F
FTITECHNIPFMC PLC
0.90%
O
ONON SEMICONDUCTOR
0.83%
K
KEYSKEYSIGHT TECHNOLOGIES IN
0.72%
J
JLLJONES LANG LASALLE INC
0.70%
A
AEPAMERICAN ELECTRIC POWER
0.66%
C
CHRWC.H. ROBINSON WORLDWIDE INC
0.66%
R
RRXREGAL REXNORD CORP
0.65%
K
KEXKIRBY CORP
0.65%
F
FITBFIFTH THIRD BANCORP
0.64%
T
TECHBIO-TECHNE CORP
0.64%
T
TERTERADYNE INC
0.62%
T
TTCTORO CO
0.61%
L
LHLABCORP HOLDINGS INC
0.61%
F
FFIVF5 INC
0.59%
1
1JLGATES INDUSTRIAL CORP PLC
0.59%
F
FEFIRSTENERGY CORP
0.59%
C
CHDCHURCH & DWIGHT CO INC
0.57%
R
RSGREPUBLIC SERVICES INC
0.56%
M
MKSIMKS INC
0.55%
B
BKRBAKER HUGHES CO
0.52%
Q
QQNITY ELECTRONICS INC
0.49%
E
EOGEOG RESOURCES INC
0.48%
Only in CBSAX
H
HUTHUT 8 CORP
3.03%
A
APLDAPPLIED DIGITAL CORP
2.94%
K
KXHCFKIOXIA HOLDINGS CORP
2.42%
A
ARGXARGENX SE - ADR
1.75%
C
CAVACAVA GROUP INC
1.62%
P
PSXPHILLIPS 66
1.49%
C
CAHCARDINAL HEALTH INC
1.49%
C
CRWVCOREWEAVE INC-CL A
1.43%
?
COLUMBIA SHORT TERM CASH FUND
1.10%
F
FRVOFERVO ENERGY CO-A
0.83%
R
RGENREPLIGEN CORP
0.83%
G
GAPGAP INC/THE
0.82%
U
UUNITY SOFTWARE INC
0.62%
D
DKNGDRAFTKINGS INC-CL A
0.56%
T
TPLTEXAS PACIFIC LAND CORP
0.45%
A
ARXSARXIS INC-A
0.30%
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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.