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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/ ⇄ Schroder Investment Management Group

60Shared positions
36.3%Name overlap (Jaccard)
15+Only Massachusetts…
15+Only Schroder…

Shared holdings · Q2 2026

SecurityMassachusetts… weightSchroder Investment… weight
NVDA NVIDIA Corporation 4.3% 6.5%
GOOGL Alphabet Inc. 3.3% 5.6%
AAPL Apple Inc. 2.8% 4.3%
MSFT Microsoft Corporation 2.8% 4.2%
AMZN Amazon.com, Inc. 2.8% 2.5%
AVGO Broadcom Inc. 1.7% 2.9%
TSM Taiwan Semiconductor… 1.5% 1.9%
JPM JPMorgan Chase & Co. 1.3% 1.5%
META Meta Platforms, Inc. 0.7% 2.1%
V Visa Inc. 0.8% 1.9%
KLAC KLA Corporation 1.4% 0.9%
MS Morgan Stanley 0.6% 1.5%
ANET Arista Networks, Inc. 0.5% 1.2%
MA Mastercard Incorporated 0.9% 0.8%
JNJ Johnson & Johnson 0.9% 0.6%
AMD Advanced Micro Devices… 0.4% 1.0%
TMO Thermo Fisher Scientific… 0.7% 0.5%
MDT Medtronic plc 0.8% 0.4%
MU Micron Technology, Inc. 0.5% 0.7%
LLY Eli Lilly and Company 0.1% 1.1%
WAT Waters Corporation 0.8% 0.3%
GEV GE Vernova Inc. 0.6% 0.5%
ETN Eaton Corporation plc 0.7% 0.4%
NEE NextEra Energy, Inc. 0.3% 0.7%
ADI Analog Devices, Inc. 0.7% 0.3%
CDNS Cadence Design Systems… 0.4% 0.7%
XONA.DE Exxon Mobil Corporation 0.7% 0.3%
CB Chubb Limited 0.6% 0.4%
CI Cigna Corporation 0.9% 0.0%
CAT Caterpillar Inc. 0.6% 0.3%
AXP American Express Company 0.5% 0.4%
MNST Monster Beverage… 0.2% 0.7%
MELI MercadoLibre, Inc. 0.1% 0.8%
RTX RTX Corporation 0.7% 0.1%
COP ConocoPhillips 0.6% 0.3%
AON Aon plc 0.8% 0.0%
GOOG Alphabet Inc. 0.1% 0.7%
TPR Tapestry, Inc. 0.1% 0.8%
APH Amphenol Corporation 0.6% 0.2%
BDX Becton, Dickinson and… 0.8% 0.0%
TXN Texas Instruments… 0.4% 0.3%
ABBV AbbVie Inc. 0.4% 0.4%
FNV Franco-Nevada Corporation 0.8% 0.0%
HWM Howmet Aerospace Inc. 0.4% 0.3%
UNH UnitedHealth Group… 0.0% 0.8%
SCHW The Charles Schwab… 0.7% 0.1%
WTW Willis Towers Watson… 0.7% 0.0%
PGR The Progressive… 0.5% 0.2%
MCK McKesson Corporation 0.6% 0.1%
TSLA Tesla, Inc. 0.2% 0.5%
UNP Union Pacific Corporation 0.6% 0.1%
AMAT Applied Materials, Inc. 0.4% 0.3%
AEM Agnico Eagle Mines Limited 0.6% 0.1%
SPOT Spotify Technology S.A. 0.3% 0.3%
PFE Pfizer Inc. 0.4% 0.2%
NXPI NXP Semiconductors N.V. 0.6% 0.1%
PH Parker-Hannifin… 0.0% 0.6%
PLD Prologis, Inc. 0.5% 0.1%
C Citigroup Inc. 0.5% 0.1%
BSX Boston Scientific… 0.5% 0.1%

Distinctively Massachusetts…

LIN Linde plc 1.0%
UBS UBS Group AG 1.0%
STX Seagate Technology… 0.8%
RYAAY Ryanair Holdings plc 0.5%
TD The Toronto-Dominion… 0.5%
RH Rh 0.5%
HON Honeywell… 0.4%
HONA Honeywell Aerospace… 0.4%
SPCX Space Exploration… 0.4%
VIK Viking Holdings Ltd 0.3%
CP Canadian Pacific… 0.3%
CNI Canadian National… 0.2%
TKO TKO Group Holdings… 0.2%
WPM Wheaton Precious… 0.2%
CVE Cenovus Energy Inc. 0.2%

Distinctively Schroder Investment…

KO The Coca-Cola Company 0.9%
VOO Vanguard S&P 500 ETF 0.6%
IVV iShares Core S&P 500… 0.5%
SE Sea Limited 0.5%
ARM Arm Holdings plc… 0.5%
PANW Palo Alto Networks… 0.5%
LITE Lumentum Holdings Inc. 0.4%
VT Vanguard Total World… 0.3%
VZ Verizon… 0.3%
FTNT Fortinet, Inc. 0.3%
WELL Welltower Inc. 0.2%
ACWI iShares MSCI ACWI ETF 0.2%
IYW iShares U.S.… 0.2%
EL The Estée Lauder… 0.2%
FMX Fomento Económico… 0.2%
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