MSSM vs JHSC overlap
MSSM and JHSC overlap 24.5% by weight, across 475 shared holdings.
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Top shared holdings
| Holding | MSSM | JHSC | Overlap |
|---|---|---|---|
| Semtech Corp.SMTC | 0.56% | 0.50% | 0.50% |
| Viasat Inc.VSAT | 0.78% | 0.45% | 0.45% |
| Firstcash HoldinFCFS | 0.37% | 0.44% | 0.37% |
| Plexus Corp.PLXS | 0.58% | 0.32% | 0.32% |
| Avnet Inc.AVT | 0.31% | 0.43% | 0.31% |
| Portland GeneralPOR | 0.30% | 0.32% | 0.30% |
| Hanover InsurancTHG | 0.29% | 0.37% | 0.29% |
| Idacorp Inc.IDA | 0.29% | 0.42% | 0.29% |
| Sensata TechnoloST | 0.28% | 0.41% | 0.28% |
| PTC TherapeuticsPTCT | 0.34% | 0.28% | 0.28% |
| Arcosa Inc.ACA | 0.34% | 0.28% | 0.28% |
| Everus ConstructECG | 0.27% | 0.34% | 0.27% |
| Casella WasteCWST | 0.26% | 0.32% | 0.26% |
| Healthequity Inc.HQY | 0.26% | 0.25% | 0.25% |
| Mercury SystemsMRCY | 0.36% | 0.25% | 0.25% |
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; JHSC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | MSSM | JHSC |
|---|---|---|
| Morgan Stanley | $522.5M | $21.9M |
| Wells Fargo & Company | $34K | $21.3M |
| UBS Group AG | $4K | $10.3M |
| Northwestern Mutual Wealth Management Co | $15K | $6.5M |
| Susquehanna International Group, LLP | $1.5M | $1.1M |
| Royal Bank of Canada | $2K | $1.5M |
| Osaic Holdings, Inc. | $5K | $922K |
| Fifth Third Bancorp | $750K | $66K |
| Steward Partners Investment Advisory, LLC | $30K | $5K |
| Vanguard Advisers Inc. | $12K | $388 |
| Assetmark, Inc. | $867 | $10K |
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, JHSC institutional holders.
Frequently asked questions
How much do MSSM and JHSC overlap?
24.5% by weight, with 475 holdings in common, using holdings for MSSM as of May 31, 2026 and JHSC as of June 30, 2026. The largest shared position is SMTC.
Do institutions hold both MSSM and JHSC?
11 Form 13F filers report positions in both, out of 97 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%.