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Compare Managers

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

Wcm Investment Management, Llc ⇄ Massachusetts Financial Services Co /Ma/

60Shared positions
14.3%Name overlap (Jaccard)
15+Only Wcm…
15+Only Massachusetts…

Shared holdings · Q2 2026

SecurityWcm Investment… weightMassachusetts… weight
STX Seagate Technology… 9.3% 0.8%
TSM Taiwan Semiconductor… 7.6% 1.5%
NVDA NVIDIA Corporation 1.7% 4.3%
AMZN Amazon.com, Inc. 2.8% 2.8%
ASML ASML Holding N.V. 4.9% 0.0%
MSFT Microsoft Corporation 1.3% 2.8%
LIN Linde plc 3.0% 1.0%
GOOGL Alphabet Inc. 0.6% 3.3%
PM Philip Morris… 3.4% 0.5%
APP AppLovin Corporation 3.4% 0.0%
GLW Corning Inc 2.8% 0.0%
IBN ICICI Bank Limited 2.7% 0.0%
SPOT Spotify Technology S.A. 2.4% 0.3%
CP Canadian Pacific Kansas… 2.4% 0.3%
META Meta Platforms, Inc. 1.9% 0.7%
MDT Medtronic plc 1.6% 0.8%
ILMN Illumina, Inc. 2.0% 0.1%
V Visa Inc. 1.3% 0.8%
FERG Ferguson plc 1.8% 0.2%
WDC Western Digital… 1.9% 0.0%
AON Aon plc 1.1% 0.8%
MCK McKesson Corporation 1.3% 0.6%
NU Nu Holdings Ltd. 1.8% 0.0%
UBS UBS Group AG 0.6% 1.0%
KLAC KLA Corporation 0.0% 1.4%
VTR Ventas, Inc. 1.3% 0.1%
CTVA Corteva, Inc. 1.4% 0.0%
CHRW C.H. Robinson Worldwide… 1.2% 0.0%
WCN Waste Connections, Inc. 1.1% 0.0%
VRTX Vertex Pharmaceuticals… 1.0% 0.1%
GE GE Aerospace 1.1% 0.0%
LPLA LPL Financial Holdings… 0.9% 0.1%
AJG Arthur J. Gallagher & Co. 1.0% 0.0%
MDLN Medline Inc. 0.5% 0.2%
GOOG Alphabet Inc. 0.6% 0.1%
CB Chubb Limited 0.1% 0.6%
FIX Comfort Systems USA, Inc. 0.5% 0.1%
APH Amphenol Corporation 0.0% 0.6%
HOOD Robinhood Markets, Inc. 0.5% 0.1%
NVS Novartis AG 0.5% 0.0%
BAP Credicorp Ltd. 0.2% 0.3%
AZN AstraZeneca PLC 0.5% 0.0%
CNQ Canadian Natural… 0.4% 0.0%
TPR Tapestry, Inc. 0.4% 0.1%
FTI TechnipFMC plc 0.2% 0.2%
TRP TC Energy Corporation 0.3% 0.0%
VIK Viking Holdings Ltd 0.0% 0.3%
NGG National Grid plc 0.3% 0.0%
CRS Carpenter Technology… 0.3% 0.1%
BTI British American Tobacco… 0.3% 0.0%
TTWO Take-Two Interactive… 0.0% 0.3%
WPM Wheaton Precious Metals… 0.0% 0.2%
SHOP Shopify Inc. 0.0% 0.2%
CCJ Cameco Corporation 0.1% 0.1%
CLS Celestica Inc. 0.2% 0.0%
CW Curtiss-Wright Corporation 0.0% 0.2%
SNDK Sandisk Corporation 0.0% 0.2%
BN Brookfield Corporation 0.1% 0.1%
SBS Companhia de Saneamento… 0.2% 0.0%
SONY Sony Group Corporation 0.2% 0.0%

Distinctively Wcm Investment…

SE Sea Limited 5.7%
TEVA Teva Pharmaceutical… 2.5%
ACGL Arch Capital Group… 2.1%
CAH Cardinal Health, Inc. 1.8%
WELL Welltower Inc. 1.4%
RGA Reinsurance Group of… 1.2%
BKD Brookdale Senior… 0.4%
AHR American Healthcare… 0.4%
NBIS Nebius Group N.V. 0.3%
LYG Lloyds Banking Group… 0.3%
SN SharkNinja, Inc. 0.3%
ACMR ACM Research, Inc. 0.2%
COMP Compass, Inc. 0.2%
ACWI iShares MSCI ACWI ETF 0.1%
KSPI Joint Stock Company… 0.1%

Distinctively Massachusetts…

AAPL Apple Inc. 2.8%
AVGO Broadcom Inc. 1.7%
JPM JPMorgan Chase & Co. 1.3%
CI Cigna Corporation 0.9%
MA Mastercard… 0.9%
JNJ Johnson & Johnson 0.9%
WAT Waters Corporation 0.8%
BDX Becton, Dickinson and… 0.8%
FNV Franco-Nevada… 0.8%
TMO Thermo Fisher… 0.7%
WTW Willis Towers Watson… 0.7%
RTX RTX Corporation 0.7%
XONA.DE Exxon Mobil… 0.7%
ADI Analog Devices, Inc. 0.7%
SCHW The Charles Schwab… 0.7%
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