So sánh quản lý quỹ

Antique route map of roads converging on a single obelisk crossroads

Nhà quản lý A Nhà quản lý B

Aberdeen Group plc ⇄ Sumitomo Mitsui Trust Group, Inc.

60Vị thế chung

55.8%Mức độ trùng lặp tên (Jaccard)

15+Chỉ Aberdeen…

15+Chỉ Sumitomo…

Danh mục nắm giữ chung · Q2 2026

Chứng khoán	Aberdeen Group plc tỷ trọng	Sumitomo Mitsui… tỷ trọng
AAPL Apple Inc.	6.9%	5.5%
NVDA NVIDIA Corporation	5.6%	6.7%
MSFT Microsoft Corporation	4.7%	3.7%
AMZN Amazon.com, Inc.	4.0%	3.4%
GOOGL Alphabet Inc.	4.2%	2.8%
GOOG Alphabet Inc.	3.3%	2.4%
TSLA Tesla, Inc.	3.0%	1.8%
AVGO Broadcom Inc.	2.3%	2.4%
MU Micron Technology, Inc.	1.3%	1.9%
META Meta Platforms, Inc.	1.4%	1.7%
AMD Advanced Micro Devices…	1.2%	1.6%
LLY Eli Lilly and Company	1.1%	1.3%
JPM JPMorgan Chase & Co.	1.1%	1.1%
JNJ Johnson & Johnson	0.9%	0.8%
CSCO Cisco Systems, Inc.	1.0%	0.6%
CAT Caterpillar Inc.	0.8%	0.8%
INTC Intel Corp.	0.7%	0.8%
AMAT Applied Materials, Inc.	0.8%	0.8%
V Visa Inc.	0.7%	0.8%
LRCX Lam Research Corporation	0.6%	0.7%
ABBV AbbVie Inc.	0.7%	0.6%
WMT Walmart Inc.	0.6%	0.7%
MA Mastercard Incorporated	0.6%	0.6%
MRK Merck & Co., Inc.	0.8%	0.5%
UNH UnitedHealth Group…	0.6%	0.6%
GE GE Aerospace	0.7%	0.5%
XONA.DE Exxon Mobil Corporation	0.4%	0.7%
BRK-B Berkshire Hathaway Inc.	0.1%	0.9%
COST Costco Wholesale…	0.5%	0.6%
KLAC KLA Corporation	0.5%	0.5%
BAC Bank of America…	0.5%	0.5%
KO The Coca-Cola Company	0.6%	0.4%
WELL Welltower Inc.	0.6%	0.4%
PG The Procter & Gamble…	0.5%	0.5%
GS The Goldman Sachs Group…	0.4%	0.5%
GLDM SPDR Gold MiniShares Trust	0.0%	0.9%
IBM International Business…	0.5%	0.4%
HD The Home Depot, Inc.	0.4%	0.5%
ADI Analog Devices, Inc.	0.4%	0.4%
NFLX Netflix, Inc.	0.3%	0.5%
TXN Texas Instruments…	0.4%	0.4%
MRVL Marvell Technology, Inc.	0.5%	0.3%
APH Amphenol Corporation	0.4%	0.4%
LIN Linde plc	0.4%	0.4%
ETN Eaton Corporation plc	0.4%	0.3%
PANW Palo Alto Networks, Inc.	0.3%	0.4%
EQIX Equinix, Inc.	0.4%	0.3%
PLD Prologis, Inc.	0.4%	0.3%
ORCL Oracle Corporation	0.4%	0.3%
PLTR Palantir Technologies Inc.	0.2%	0.5%
UNP Union Pacific Corporation	0.5%	0.2%
TMO Thermo Fisher Scientific…	0.3%	0.3%
ISRG Intuitive Surgical, Inc.	0.2%	0.4%
WFC Wells Fargo & Company	0.3%	0.3%
MS Morgan Stanley	0.3%	0.3%
C Citigroup Inc.	0.3%	0.3%
NEE NextEra Energy, Inc.	0.4%	0.2%
CVX Chevron Corporation	0.2%	0.4%
STX Seagate Technology…	0.3%	0.3%
AXP American Express Company	0.3%	0.3%

Đặc biệt Aberdeen Group plc

MANE Veradermics…	0.2%
WTFC Wintrust Financial…	0.1%
ABVX Abivax S.A.	0.1%
ICLR ICON Public Limited…	0.1%
AZN AstraZeneca PLC	0.1%
ORKA Oruka Therapeutics…	0.1%
PRAX Praxis Precision…	0.1%
LGND Ligand…	0.1%
BLBD Blue Bird Corporation	0.1%
TECX Tectonic Therapeutic…	0.1%
SRPT Sarepta Therapeutics…	0.1%
MMSI Merit Medical…	0.1%
BOOT Boot Barn Holdings…	0.1%
HLIO Helios Technologies…	0.1%
DNLI Denali Therapeutics…	0.0%

Đặc biệt Sumitomo Mitsui Trust…

IAUM iShares Gold Trust…	0.6%
SHOP Shopify Inc.	0.2%
CB Chubb Limited	0.2%
IAU iShares Gold Trust	0.1%
QQQM Invesco NASDAQ 100 ETF	0.1%
HON Honeywell…	0.1%
IVV iShares Core S&P 500…	0.1%
CRCL Circle Internet Group	0.1%
TOST Toast, Inc.	0.1%
TXG 10x Genomics, Inc.	0.1%
CGNX Cognex Corporation	0.1%
IPGP IPG Photonics…	0.1%
USFD US Foods Holding Corp.	0.1%
BEAM Beam Therapeutics Inc.	0.1%
TWST Twist Bioscience…	0.1%

Nguồn gốc: Độ trùng lặp được tính trực tiếp từ các vị thế cổ phiếu thường đã phân tích của cả hai nhà quản lý cho Q2 2026. Chỉ bao gồm các vị thế mua dài hạn được báo cáo — các khoản phòng hộ và tài sản không thuộc 13F không hiển thị. Phương pháp luận

So sánh Quản lý quỹ

Aberdeen Group plc ⇄ Sumitomo Mitsui Trust Group, Inc.

Danh mục nắm giữ chung · Q2 2026

Đặc biệt Aberdeen Group plc

Đặc biệt Sumitomo Mitsui Trust…