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Compare Managers

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

Nomura Asset Management Co Ltd ⇄ Sumitomo Mitsui Trust Group, Inc.

60Shared positions
48.3%Name overlap (Jaccard)
15+Only Nomura Asset…
15+Only Sumitomo…

Shared holdings · Q2 2026

SecurityNomura Asset… weightSumitomo Mitsui… weight
NVDA NVIDIA Corporation 9.0% 6.7%
AAPL Apple Inc. 4.3% 5.5%
MSFT Microsoft Corporation 3.1% 3.7%
AVGO Broadcom Inc. 4.4% 2.4%
AMZN Amazon.com, Inc. 2.5% 3.4%
GOOGL Alphabet Inc. 2.7% 2.8%
MU Micron Technology, Inc. 3.0% 1.9%
GOOG Alphabet Inc. 1.8% 2.4%
TSLA Tesla, Inc. 1.1% 1.8%
META Meta Platforms, Inc. 1.2% 1.7%
AMAT Applied Materials, Inc. 2.0% 0.8%
AMD Advanced Micro Devices… 1.0% 1.6%
LLY Eli Lilly and Company 1.0% 1.3%
JPM JPMorgan Chase & Co. 0.9% 1.1%
CAT Caterpillar Inc. 0.8% 0.8%
KLAC KLA Corporation 1.0% 0.5%
JNJ Johnson & Johnson 0.7% 0.8%
BRK-B Berkshire Hathaway Inc. 0.6% 0.9%
INTC Intel Corp. 0.6% 0.8%
CSCO Cisco Systems, Inc. 0.8% 0.6%
MA Mastercard Incorporated 0.8% 0.6%
V Visa Inc. 0.6% 0.8%
LRCX Lam Research Corporation 0.6% 0.7%
WMT Walmart Inc. 0.6% 0.7%
XONA.DE Exxon Mobil Corporation 0.6% 0.7%
ABBV AbbVie Inc. 0.6% 0.6%
UNH UnitedHealth Group… 0.5% 0.6%
WELL Welltower Inc. 0.7% 0.4%
COST Costco Wholesale… 0.4% 0.6%
ALAB Astera Labs, Inc. Common… 0.9% 0.1%
NFLX Netflix, Inc. 0.5% 0.5%
MRK Merck & Co., Inc. 0.5% 0.5%
TER Teradyne, Inc. 0.6% 0.3%
QCOM QUALCOMM Incorporated 0.6% 0.3%
GLDM SPDR Gold MiniShares Trust 0.0% 0.9%
PG The Procter & Gamble… 0.4% 0.5%
HD The Home Depot, Inc. 0.4% 0.5%
GS The Goldman Sachs Group… 0.3% 0.5%
PLD Prologis, Inc. 0.5% 0.3%
BAC Bank of America… 0.3% 0.5%
KO The Coca-Cola Company 0.4% 0.4%
WDC Western Digital… 0.5% 0.3%
GE GE Aerospace 0.3% 0.5%
GEV GE Vernova Inc. 0.3% 0.4%
CVX Chevron Corporation 0.4% 0.4%
EQIX Equinix, Inc. 0.4% 0.3%
LIN Linde plc 0.3% 0.4%
ADI Analog Devices, Inc. 0.4% 0.4%
ISRG Intuitive Surgical, Inc. 0.3% 0.4%
PGR The Progressive… 0.5% 0.2%
STX Seagate Technology… 0.4% 0.3%
PLTR Palantir Technologies Inc. 0.2% 0.5%
IBM International Business… 0.3% 0.4%
PANW Palo Alto Networks, Inc. 0.2% 0.4%
TMO Thermo Fisher Scientific… 0.3% 0.3%
MRVL Marvell Technology, Inc. 0.3% 0.3%
IAUM iShares Gold Trust Micro 0.0% 0.6%
PM Philip Morris… 0.3% 0.3%
APH Amphenol Corporation 0.2% 0.4%
TXN Texas Instruments… 0.2% 0.4%

Distinctively Nomura Asset…

ACWI iShares MSCI ACWI ETF 0.2%
FLOT iShares Floating Rate… 0.1%
VTV Vanguard Morningstar… 0.1%
VGK Vanguard FTSE Europe… 0.1%
VGSH Vanguard Short-Term… 0.1%
SPMO Invesco S&P 500… 0.1%
FORM FormFactor, Inc. 0.1%
FOUR Shift4 Payments, Inc. 0.1%
IWM iShares Russell 2000… 0.1%
TTEK Tetra Tech, Inc. 0.1%
EFV iShares MSCI EAFE… 0.1%
USHY iShares Broad USD… 0.0%
WMS Advanced Drainage… 0.0%
EMXC iShares MSCI Emerging… 0.0%
SPHQ Invesco S&P 500… 0.0%

Distinctively Sumitomo Mitsui Trust…

TEM Tempus AI, Inc. 0.1%
TXG 10x Genomics, Inc. 0.1%
BEAM Beam Therapeutics Inc. 0.1%
MANH Manhattan Associates… 0.1%
BLSH Bullish 0.1%
CRSP CRISPR Therapeutics AG 0.1%
PLMR Palomar Holdings, Inc. 0.1%
FROG JFrog Ltd. 0.0%
KTOS Kratos Defense &… 0.0%
BMNR Bitmine Immersion… 0.0%
NTLA Intellia… 0.0%
RYAN Ryan Specialty… 0.0%
GCMG GCM Grosvenor Inc. 0.0%
VCYT Veracyte, Inc. 0.0%
WGS GeneDx Holdings Corp. 0.0%
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