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Compare Managers

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

Wells Fargo & Company/Mn ⇄ Morgan Stanley

60Shared positions
75.9%Name overlap (Jaccard)
15+Only Wells Fargo &…
15+Only Morgan Stanley

Shared holdings · Q2 2026

SecurityWells Fargo &… weightMorgan Stanley weight
AAPL Apple Inc. 3.0% 3.7%
NVDA NVIDIA Corporation 2.0% 3.8%
MSFT Microsoft Corporation 2.2% 2.5%
GOOGL Alphabet Inc. 1.8% 2.3%
AMZN Amazon.com, Inc. 1.4% 2.3%
IVV iShares Core S&P 500 ETF 2.7% 1.0%
AVGO Broadcom Inc. 1.7% 1.6%
SPY State Street SPDR S&P 500… 1.6% 1.3%
GOOG Alphabet Inc. 1.1% 1.4%
JPM JPMorgan Chase & Co. 1.3% 1.2%
META Meta Platforms, Inc. 1.0% 1.2%
IEFA iShares Core MSCI EAFE ETF 1.5% 0.5%
LLY Eli Lilly and Company 1.0% 1.0%
ITOT iShares Core S&P Total… 1.9% 0.1%
IEMG iShares Core MSCI… 1.3% 0.6%
QQQ Invesco QQQ Trust, Series… 0.9% 0.8%
MU Micron Technology, Inc. 0.6% 1.1%
VO Vanguard Morningstar… 1.5% 0.2%
VOO Vanguard S&P 500 ETF 0.8% 0.9%
V Visa Inc. 0.8% 0.8%
JNJ Johnson & Johnson 0.8% 0.6%
AMD Advanced Micro Devices… 0.6% 0.7%
AGG iShares Core U.S.… 1.1% 0.2%
CSCO Cisco Systems, Inc. 0.8% 0.5%
TSLA Tesla, Inc. 0.3% 0.9%
IWF iShares Russell 1000… 0.4% 0.8%
BRK-B Berkshire Hathaway Inc. 0.4% 0.7%
WMT Walmart Inc. 0.6% 0.5%
COST Costco Wholesale… 0.5% 0.5%
XLK State Street Technology… 0.8% 0.2%
VEA Vanguard FTSE Developed… 0.7% 0.3%
LRCX Lam Research Corporation 0.6% 0.4%
IWR iShares Russell Mid-Cap… 0.9% 0.1%
IJH iShares Core S&P Mid-Cap… 0.8% 0.2%
IWM iShares Russell 2000 ETF 0.6% 0.3%
ABBV AbbVie Inc. 0.4% 0.5%
PANW Palo Alto Networks, Inc. 0.4% 0.5%
BND Vanguard Total Bond… 0.4% 0.5%
XONA.DE Exxon Mobil Corporation 0.3% 0.5%
CVX Chevron Corporation 0.5% 0.3%
CAT Caterpillar Inc. 0.4% 0.4%
TSM Taiwan Semiconductor… 0.4% 0.4%
VUG Vanguard Morningstar… 0.4% 0.4%
MA Mastercard Incorporated 0.4% 0.4%
HD The Home Depot, Inc. 0.4% 0.4%
AMAT Applied Materials, Inc. 0.3% 0.5%
IWD iShares Russell 1000… 0.2% 0.5%
NEE NextEra Energy, Inc. 0.5% 0.3%
ADI Analog Devices, Inc. 0.6% 0.2%
VTV Vanguard Morningstar… 0.3% 0.4%
GE GE Aerospace 0.4% 0.3%
PG The Procter & Gamble… 0.4% 0.4%
AMGN Amgen Inc. 0.5% 0.3%
GSLC Goldman Sachs ActiveBeta… 0.7% 0.0%
INTC Intel Corp. 0.2% 0.5%
BAC Bank of America… 0.3% 0.3%
VTI Vanguard Morningstar… 0.4% 0.3%
GS The Goldman Sachs Group… 0.3% 0.4%
IVW iShares S&P 500 Growth ETF 0.4% 0.3%
SNDK Sandisk Corporation 0.3% 0.3%

Distinctively Wells Fargo &…

CGIB 0.0%
BFLX 0.0%
YLD 0.0%
ROE 0.0%
TUSI 0.0%
CGHY 0.0%
CGUI 0.0%
BKUI 0.0%
UBND 0.0%
PRAB 0.0%
LDRX 0.0%
FPAG 0.0%
IDEQ 0.0%
DGCB 0.0%
DFGP 0.0%

Distinctively Morgan Stanley

AGIX 0.0%
PAPI 0.0%
BZ Kanzhun Limited 0.0%
SNXX 0.0%
GARP 0.0%
EVSB 0.0%
CVSB 0.0%
PHEQ 0.0%
MGNR 0.0%
EMKT 0.0%
OGC OceanaGold Corporation 0.0%
AAUC Allied Gold… 0.0%
SH 0.0%
FEGE 0.0%
FIIG 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