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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Capital World Investors ⇄ Wellington Management

60Shared positions
25.1%Name overlap (Jaccard)
15+Only Capital World…
15+Only Wellington…

Shared holdings · Q2 2026

SecurityCapital World… weightWellington… weight
AVGO Broadcom Inc. 5.4% 3.4%
NVDA NVIDIA Corporation 2.6% 4.2%
GOOGL Alphabet Inc. 3.1% 2.7%
MSFT Microsoft Corporation 2.4% 3.1%
MU Micron Technology, Inc. 4.0% 1.0%
LLY Eli Lilly and Company 2.3% 2.3%
AAPL Apple Inc. 1.3% 3.0%
AMZN Amazon.com, Inc. 1.7% 2.3%
META Meta Platforms, Inc. 2.7% 0.7%
PM Philip Morris… 2.8% 0.5%
TSLA Tesla, Inc. 2.3% 0.7%
GOOG Alphabet Inc. 1.8% 1.1%
TSM Taiwan Semiconductor… 1.9% 0.5%
KLAC KLA Corporation 1.6% 0.8%
UNH UnitedHealth Group… 1.5% 0.8%
VRTX Vertex Pharmaceuticals… 1.5% 0.3%
V Visa Inc. 1.1% 0.6%
AZN AstraZeneca PLC 0.7% 0.9%
CVS CVS Health Corp. 0.9% 0.6%
JNJ Johnson & Johnson 0.5% 1.0%
AMGN Amgen Inc. 1.2% 0.2%
WDC Western Digital… 1.3% 0.1%
MA Mastercard Incorporated 0.2% 1.1%
INTC Intel Corp. 0.9% 0.4%
BAC Bank of America… 0.8% 0.4%
DE Deere & Company 0.9% 0.3%
ASML ASML Holding N.V. 0.9% 0.3%
SBUX Starbucks Corporation 1.1% 0.1%
BA The Boeing Company 1.0% 0.1%
WELL Welltower Inc. 0.5% 0.6%
GE GE Aerospace 0.7% 0.4%
CNQ Canadian Natural… 1.0% 0.1%
NFLX Netflix, Inc. 0.7% 0.3%
AMD Advanced Micro Devices… 0.1% 0.9%
HD The Home Depot, Inc. 0.5% 0.5%
EOG EOG Resources, Inc. 0.8% 0.0%
GILD Gilead Sciences, Inc. 0.6% 0.3%
UNP Union Pacific Corporation 0.9% 0.0%
NET Cloudflare, Inc. 0.7% 0.2%
IBM International Business… 0.5% 0.3%
MRSH Marsh & McLennan… 0.4% 0.5%
BLK BlackRock, Inc. 0.1% 0.7%
TTE TotalEnergies SE 0.5% 0.4%
SO The Southern Company 0.7% 0.1%
JPM JPMorgan Chase & Co. 0.6% 0.2%
ABBV AbbVie Inc. 0.6% 0.2%
KDP Keurig Dr Pepper Inc. 0.5% 0.3%
GEV GE Vernova Inc. 0.7% 0.1%
SRE Sempra 0.1% 0.7%
GLW Corning Inc 0.2% 0.6%
RCL Royal Caribbean Cruises… 0.7% 0.0%
NOC Northrop Grumman… 0.3% 0.4%
DHI D.R. Horton, Inc. 0.7% 0.0%
DIS The Walt Disney Company 0.2% 0.5%
SHOP Shopify Inc. 0.5% 0.2%
FANG Diamondback Energy, Inc. 0.2% 0.5%
TDG TransDigm Group… 0.7% 0.0%
KO The Coca-Cola Company 0.2% 0.4%
SPG Simon Property Group, Inc. 0.3% 0.4%
WFC Wells Fargo & Company 0.1% 0.6%

Distinctively Capital World…

FE FirstEnergy Corp. 0.4%
DTE DTE Energy Company 0.2%
DBD Diebold Nixdorf… 0.1%
WYNN Wynn Resorts, Limited 0.1%
TOL Toll Brothers, Inc. 0.1%
BIP Brookfield… 0.1%
EXR Extra Space Storage… 0.1%
CR Crane Company 0.1%
BLD TopBuild Corp. 0.1%
RNR RenaissanceRe… 0.1%
OWL Blue Owl Capital Inc. 0.1%
PBR Petróleo Brasileiro… 0.1%
CPA Copa Holdings, S.A. 0.1%
KNSL Kinsale Capital… 0.1%
SOMN The Southern Company 0.0%

Distinctively Wellington Management

MRK Merck & Co., Inc. 1.9%
TXN Texas Instruments… 0.7%
TRGP Targa Resources Corp. 0.7%
ELV Elevance Health Inc. 0.6%
CAH Cardinal Health, Inc. 0.6%
DHR Danaher Corporation 0.5%
ETN Eaton Corporation plc 0.5%
D Dominion Energy, Inc. 0.5%
SYK Stryker Corporation 0.4%
WMB The Williams… 0.4%
SNDK Sandisk Corporation 0.4%
NDAQ Nasdaq, Inc. 0.4%
MTB M&T Bank Corporation 0.4%
ADP Automatic Data… 0.4%
DVN Devon Energy… 0.4%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology