CSM vs ACLC overlap
CSM and ACLC overlap 38.3% by weight, across 61 shared holdings.
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Top shared holdings
| Holding | CSM | ACLC | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 5.26% | 8.47% | 5.26% |
| Apple Inc.AAPL | 4.65% | 5.12% | 4.65% |
| Microsoft Corp.MSFT | 3.43% | 6.62% | 3.43% |
| Amazon.COM Inc.AMZN | 2.59% | 3.87% | 2.59% |
| Alphabet Inc.-aGOOGL | 2.13% | 6.88% | 2.13% |
| Broadcom Inc.AVGO | 2.09% | 3.85% | 2.09% |
| Micron TechMU | 1.47% | 1.72% | 1.47% |
| META Platforms-aMETA | 1.42% | 1.72% | 1.42% |
| ELI Lilly & CoLLY | 1.08% | 1.51% | 1.08% |
| Tesla Inc.TSLA | 1.03% | 1.44% | 1.03% |
| JPMorgan ChaseJPM | 0.63% | 1.39% | 0.63% |
| Netflix Inc.NFLX | 0.62% | 0.67% | 0.62% |
| Procter & GamblePG | 0.56% | 0.95% | 0.56% |
| Goldman Sachs GPGS | 0.55% | 0.91% | 0.55% |
| Morgan StanleyMS | 0.52% | 0.81% | 0.52% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: CSM, SEC Form N-PORT, May 31, 2026; ACLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CSM | ACLC |
|---|---|---|
| Envestnet Asset Management Inc. | $8.1M | $255.2M |
| Morgan Stanley | $71.2M | $99K |
| LPL Financial LLC | $21.7M | $427K |
| Raymond James Financial Inc. | $4.1M | $217K |
| Cetera Investment Advisers | $2.8M | $403K |
| Susquehanna International Group, LLP | $1.6M | $288K |
| MML Investors Services, LLC | $583K | $593K |
| Royal Bank of Canada | $1.1M | $7K |
| Northwestern Mutual Wealth Management Co | $574K | $360K |
| FMR LLC | $631K | $296K |
| Fifth Third Bancorp | $243K | $583K |
| JPMorgan Chase & Co | $565K | $11K |
| UBS Group AG | $23K | $48K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: CSM institutional holders, ACLC institutional holders.
Frequently asked questions
How much do CSM and ACLC overlap?
38.3% by weight, with 61 holdings in common, using holdings for CSM as of May 31, 2026 and ACLC as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both CSM and ACLC?
13 Form 13F filers report positions in both, out of 116 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.