Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Storebrand Asset Management As ⇄ Sumitomo Mitsui Trust Group, Inc.
60Shared positions
47.5%Name overlap (Jaccard)
15+Only Storebrand…
15+Only Sumitomo…
Shared holdings · Q2 2026
Distinctively Storebrand Asset…
| VMI Valmont Industries… | 0.1% |
| ARW Arrow Electronics… | 0.1% |
| WTS Watts Water… | 0.1% |
| HASI HA Sustainable… | 0.1% |
| AVT Avnet, Inc. | 0.1% |
| ORA Ormat Technologies… | 0.1% |
| WMS Advanced Drainage… | 0.1% |
| NOMD Nomad Foods Limited | 0.1% |
| SON Sonoco Products… | 0.1% |
| JKS JinkoSolar Holding… | 0.1% |
| SOLS Solstice Advanced… | 0.1% |
| BFH Bread Financial… | 0.1% |
| UNM Unum Group | 0.1% |
| AMKR Amkor Technology, Inc. | 0.0% |
| SBSW Sibanye Stillwater… | 0.0% |
Distinctively Sumitomo Mitsui Trust…
| GLDM SPDR Gold MiniShares… | 0.9% |
| CAT Caterpillar Inc. | 0.8% |
| XONA.DE Exxon Mobil… | 0.7% |
| WMT Walmart Inc. | 0.7% |
| IAUM iShares Gold Trust… | 0.6% |
| GE GE Aerospace | 0.5% |
| PLTR Palantir Technologies… | 0.5% |
| GEV GE Vernova Inc. | 0.4% |
| CVX Chevron Corporation | 0.4% |
| IBM International… | 0.4% |
| ETN Eaton Corporation plc | 0.3% |
| PM Philip Morris… | 0.3% |
| RTX RTX Corporation | 0.3% |
| SHOP Shopify Inc. | 0.2% |
| BA The Boeing Company | 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