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Compare Managers

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

Osaic Holdings, Inc. ⇄ Morgan Stanley

60Shared positions
77.0%Name overlap (Jaccard)
15+Only Osaic…
15+Only Morgan Stanley

Shared holdings · Q2 2026

SecurityOsaic Holdings, Inc. weightMorgan Stanley weight
AAPL Apple Inc. 3.0% 3.7%
NVDA NVIDIA Corporation 2.2% 3.8%
MSFT Microsoft Corporation 1.4% 2.5%
AMZN Amazon.com, Inc. 1.1% 2.3%
GOOGL Alphabet Inc. 0.9% 2.3%
IVV iShares Core S&P 500 ETF 1.7% 1.0%
SPY State Street SPDR S&P 500… 1.3% 1.3%
QQQ Invesco QQQ Trust, Series… 1.8% 0.8%
AVGO Broadcom Inc. 0.6% 1.6%
VOO Vanguard S&P 500 ETF 1.2% 0.9%
GOOG Alphabet Inc. 0.7% 1.4%
JPM JPMorgan Chase & Co. 0.5% 1.2%
META Meta Platforms, Inc. 0.5% 1.2%
MU Micron Technology, Inc. 0.5% 1.1%
LLY Eli Lilly and Company 0.5% 1.0%
VTI Vanguard Morningstar… 1.2% 0.3%
BRK-B Berkshire Hathaway Inc. 0.7% 0.7%
IWF iShares Russell 1000… 0.5% 0.8%
TSLA Tesla, Inc. 0.4% 0.9%
VUG Vanguard Morningstar… 0.8% 0.4%
VTV Vanguard Morningstar… 0.7% 0.4%
V Visa Inc. 0.3% 0.8%
AMD Advanced Micro Devices… 0.3% 0.7%
XLK State Street Technology… 0.8% 0.2%
IEMG iShares Core MSCI… 0.4% 0.6%
SPYM State Street SPDR… 0.8% 0.1%
JNJ Johnson & Johnson 0.3% 0.6%
XONA.DE Exxon Mobil Corporation 0.3% 0.5%
COST Costco Wholesale… 0.3% 0.5%
WMT Walmart Inc. 0.3% 0.5%
WT WisdomTree, Inc. 0.6% 0.2%
CAT Caterpillar Inc. 0.4% 0.4%
IEFA iShares Core MSCI EAFE ETF 0.3% 0.5%
VIG Vanguard Dividend… 0.6% 0.2%
VEA Vanguard FTSE Developed… 0.5% 0.3%
ABBV AbbVie Inc. 0.3% 0.5%
RSP Invesco S&P 500 Equal… 0.4% 0.4%
SCHG Schwab U.S. Large-Cap… 0.7% 0.0%
IWD iShares Russell 1000… 0.2% 0.5%
CGDV Capital Group Dividend… 0.7% 0.1%
AMAT Applied Materials, Inc. 0.2% 0.5%
CSCO Cisco Systems, Inc. 0.2% 0.5%
BND Vanguard Total Bond… 0.2% 0.5%
PANW Palo Alto Networks, Inc. 0.2% 0.5%
TSM Taiwan Semiconductor… 0.3% 0.4%
KO The Coca-Cola Company 0.3% 0.4%
HD The Home Depot, Inc. 0.2% 0.4%
QQQM Invesco NASDAQ 100 ETF 0.5% 0.1%
INTC Intel Corp. 0.1% 0.5%
GLD SPDR Gold Shares 0.4% 0.2%
CGGR Capital Group Growth ETF 0.5% 0.1%
IVW iShares S&P 500 Growth ETF 0.3% 0.3%
LRCX Lam Research Corporation 0.1% 0.4%
GS The Goldman Sachs Group… 0.2% 0.4%
GEV GE Vernova Inc. 0.2% 0.4%
PG The Procter & Gamble… 0.2% 0.4%
IWM iShares Russell 2000 ETF 0.2% 0.3%
BAC Bank of America… 0.2% 0.3%
JEPI JPMorgan Equity Premium… 0.4% 0.1%
RDVY First Trust Rising… 0.4% 0.1%

Distinctively Osaic Holdings, Inc.

EDGF 0.1%
ZALT 0.1%
UBND 0.1%
EDGU 0.0%
PJUN 0.0%
EDGH 0.0%
PMAR 0.0%
BINV 0.0%
TXUE 0.0%
CAFX 0.0%
SIXJ 0.0%
ASIA 0.0%
FTRB 0.0%
EDGI 0.0%
GJUN 0.0%

Distinctively Morgan Stanley

SH 0.0%
OMDA Omada Health 0.0%
BLTE 0.0%
SMCIP 0.0%
XFOR 0.0%
MSBT 0.0%
EVPF 0.0%
NPB 0.0%
EVYM 0.0%
PEPS 0.0%
MULL 0.0%
BRKRP 0.0%
BSOL 0.0%
NOVTU 0.0%
FA First Advantage… 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