Fund comparison · from official SEC filings
BBTSX vs HLGEX: how much do they overlap?
Bridge Builder Tax Managed Small/Mid Cap Fund and JPMorgan Mid Cap Growth Fund
vs
Shared holdings
Company
BBTSX
HLGEX
H
HWMHOWMET AEROSPACE INC
0.32%
3.43%
H
HLTHILTON WORLDWIDE HOLDINGS IN
0.33%
3.39%
V
VRTVERTIV HOLDINGS CO-A
0.33%
3.33%
R
RCLROYAL CARIBBEAN CRUISES LTD
0.34%
3.08%
P
PWRQUANTA SERVICES INC
0.27%
2.87%
F
FIXCOMFORT SYSTEMS USA INC
1.82%
2.54%
C
CORCENCORA INC
0.22%
2.47%
I
INSMINSMED INC
0.76%
2.20%
N
NETCLOUDFLARE INC - CLASS A
0.24%
2.19%
A
ALNYALNYLAM PHARMACEUTICALS INC
0.24%
2.02%
L
LNGCHENIERE ENERGY INC
0.15%
1.74%
C
CVNACARVANA CO
0.18%
1.73%
B
BURLBURLINGTON STORES INC
0.11%
1.57%
N
NTRANATERA INC
0.41%
1.47%
N
NBIXNEUROCRINE BIOSCIENCES INC
0.17%
1.38%
L
LYVLIVE NATION ENTERTAINMENT IN
0.09%
1.37%
D
DDOGDATADOG INC - CLASS A
0.14%
1.37%
M
MSCIMSCI INC
0.17%
1.37%
V
VSTVISTRA CORP
0.16%
1.35%
W
WMBWILLIAMS COS INC
0.07%
1.31%
H
HEI.AHEICO CORP-CLASS A
0.20%
1.25%
F
FTAIFTAI AVIATION LTD
1.02%
1.22%
T
TTWOTAKE-TWO INTERACTIVE SOFTWRE
0.09%
1.22%
V
VEEVVEEVA SYSTEMS INC-CLASS A
0.10%
1.20%
I
IDXXIDEXX LABORATORIES INC
0.06%
1.17%
Only in BBTSX
M
MGMXXJPMORGAN US GOVT MMKT-IM
2.14%
?
—ASCENDIS PHARMA A/S - ADR
0.96%
R
RPMRPM INTERNATIONAL INC
0.75%
K
KEYSKEYSIGHT TECHNOLOGIES IN
0.72%
J
JLLJONES LANG LASALLE INC
0.70%
K
KNXKNIGHT-SWIFT TRANSPORTATION
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
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%
T
TPRTAPESTRY INC
0.54%
B
BKRBAKER HUGHES CO
0.52%
Q
QQNITY ELECTRONICS INC
0.49%
F
FCNCAFIRST CITIZENS BCSHS -CL A
0.45%
G
GPKGRAPHIC PACKAGING HOLDING CO
0.43%
G
GMEDGLOBUS MEDICAL INC - A
0.42%
Only in HLGEX
V
VSLXXJPMRGN SEC LND MMKT-AGNCY SL
0.81%
J
JIMXXJPM PRIME MMKT-IM
0.75%
B
BNYBANK OF NEW YORK MELLON CORP
0.59%
V
VLTOVERALTO CORP
0.56%
?
—Nuvalent, Inc.
0.54%
F
FROGJFROG LTD
0.54%
P
PCARPACCAR INC
0.50%
F
FLUTFLUTTER ENTERTAINMENT PLC-DI
0.25%
I
IRONDISC MEDICINE INC
0.21%
?
—Databricks, Inc.
0.17%
Q
QUREUNIQURE NV
0.08%
?
—Canva Inc.
0.07%
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31% overlap
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.