Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Massachusetts Financial Services Co /Ma/ ⇄ Credit Agricole S A
60Shared positions
37.8%Name overlap (Jaccard)
15+Only Massachusetts…
15+Only Credit…
Shared holdings · Q2 2026
Distinctively Massachusetts…
| XONA.DE Exxon Mobil… | 0.7% |
| RYAAY Ryanair Holdings plc | 0.5% |
| CHKP Check Point Software… | 0.4% |
| ARMK Aramark | 0.3% |
| RNR RenaissanceRe… | 0.2% |
| ASND Ascendis Pharma A/S | 0.2% |
| LEA Lear Corporation | 0.1% |
| GFL GFL Environmental Inc. | 0.1% |
| ICLR ICON Public Limited… | 0.1% |
| AGCO AGCO Corporation | 0.1% |
| BC Brunswick Corporation | 0.1% |
| PR Permian Resources… | 0.1% |
| GWRE Guidewire Software… | 0.1% |
| HXL Hexcel Corporation | 0.1% |
| LKQ LKQ Corporation | 0.1% |
Distinctively Credit Agricole S A
| PANW Palo Alto Networks… | 0.5% |
| SPY State Street SPDR S&P… | 0.4% |
| FER.MC Ferrovial SE | 0.4% |
| ORCL Oracle Corporation | 0.4% |
| KO The Coca-Cola Company | 0.4% |
| RACE Ferrari N.V. | 0.3% |
| NOW ServiceNow, Inc. | 0.3% |
| QQQ Invesco QQQ Trust… | 0.3% |
| WELL Welltower Inc. | 0.2% |
| PSNY | 0.2% |
| DB Deutsche Bank AG | 0.2% |
| LOGI Logitech… | 0.2% |
| VZ Verizon… | 0.2% |
| ISRG Intuitive Surgical… | 0.2% |
| LITE Lumentum Holdings Inc. | 0.1% |
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