MSSM vs AVMV overlap
MSSM and AVMV overlap 15.8% by weight, across 196 shared holdings.
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Top shared holdings
| Holding | MSSM | AVMV | Overlap |
|---|---|---|---|
| Comfort SystemsFIX | 1.29% | 1.03% | 1.03% |
| Technipfmc PLCFTI | 0.85% | 0.95% | 0.85% |
| Nextpower Inc.-aNXT | 0.75% | 0.74% | 0.74% |
| Borgwarner Inc.BWA | 0.41% | 0.52% | 0.41% |
| TD Synnex Corp.SNX | 0.41% | 0.54% | 0.41% |
| East West BncrpEWBC | 0.35% | 0.45% | 0.35% |
| SAIA Inc.SAIA | 0.30% | 0.36% | 0.30% |
| Flex Ltd.FLEX | 0.29% | 1.67% | 0.29% |
| Permian Resour-aPR | 0.29% | 0.51% | 0.29% |
| Everest Group LTEG | 0.29% | 0.32% | 0.29% |
| Applied INDU TECAIT | 0.38% | 0.26% | 0.26% |
| Wintrust FINLWTFC | 0.47% | 0.26% | 0.26% |
| BJ'S Wholesale CBJ | 0.23% | 0.31% | 0.23% |
| Dollar Tree Inc.DLTR | 0.21% | 0.71% | 0.21% |
| First Citizens-aFCNCA | 0.21% | 0.39% | 0.21% |
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: MSSM, SEC Form N-PORT, May 31, 2026; AVMV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | MSSM | AVMV |
|---|---|---|
| Morgan Stanley | $522.5M | $11.1M |
| Northwestern Mutual Wealth Management Co | $15K | $23.8M |
| Osaic Holdings, Inc. | $5K | $1.5M |
| IFP Advisors, Inc | $4K | $50K |
| Royal Bank of Canada | $2K | $12K |
| Creative Financial Designs Inc. | $3K | $2K |
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: MSSM institutional holders, AVMV institutional holders.
Frequently asked questions
How much do MSSM and AVMV overlap?
15.8% by weight, with 196 holdings in common, using holdings for MSSM as of May 31, 2026 and AVMV as of May 31, 2026. The largest shared position is FIX.
Do institutions hold both MSSM and AVMV?
6 Form 13F filers report positions in both, out of 107 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%.