PTMC vs GRNJ overlap
PTMC and GRNJ overlap 13.5% by weight, across 37 shared holdings.
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Top shared holdings
| Holding | PTMC | GRNJ | Overlap |
|---|---|---|---|
| Curtiss-WrightCW | 0.75% | 1.73% | 0.75% |
| Carpenter TechCRS | 0.72% | 2.08% | 0.72% |
| Everpure Inc.-aP | 0.69% | 1.61% | 0.69% |
| United TherapeutUTHR | 0.62% | 1.62% | 0.62% |
| Sterling InfrastSTRL | 0.52% | 1.36% | 0.52% |
| East West BncrpEWBC | 0.50% | 1.94% | 0.50% |
| Lattice SemicondLSCC | 0.48% | 1.55% | 0.48% |
| Neurocrine BioscNBIX | 0.47% | 1.96% | 0.47% |
| Royal Gold Inc.RGLD | 0.45% | 1.64% | 0.45% |
| FabrinetFN | 0.44% | 1.15% | 0.44% |
| BWX TechnologiesBWXT | 0.43% | 1.53% | 0.43% |
| Talen Energy CORTLN | 0.43% | 1.59% | 0.43% |
| Mueller INDSMLI | 0.41% | 1.79% | 0.41% |
| DT MidstreamDTM | 0.40% | 1.72% | 0.40% |
| HF Sinclair Corp.DINO | 0.39% | 2.45% | 0.39% |
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: PTMC, SEC Form N-PORT, July 31, 2026; GRNJ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PTMC | GRNJ |
|---|---|---|
| Wells Fargo & Company | $39.7M | $4K |
| Morgan Stanley | $38.9M | $2K |
| Royal Bank of Canada | $4.7M | $26.4M |
| &Partners | $413K | $23.4M |
| Cambridge Investment Research Advisors, Inc. | $18.2M | $2.6M |
| Envestnet Asset Management Inc. | $2.0M | $13.1M |
| Kestra Private Wealth Services, LLC | $283K | $14.1M |
| NewEdge Advisors, LLC | $10.9M | $1.5M |
| Stifel Financial Corp. | $4.1M | $3.0M |
| Sanctuary Advisors, LLC | $2.4M | $990K |
| Commonwealth Equity Services, LLC | $1.8M | $1.5M |
| UBS Group AG | $2.7M | $33K |
| Osaic Holdings, Inc. | $2.0M | $398K |
| Whitaker-Myers Wealth Managers, LTD. | $1.4M | $230K |
| Independent Financial Group, LLC | $412K | $1.2M |
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: PTMC institutional holders, GRNJ institutional holders.
Frequently asked questions
How much do PTMC and GRNJ overlap?
13.5% by weight, with 37 holdings in common, using holdings for PTMC as of July 31, 2026 and GRNJ as of July 31, 2026. The largest shared position is CW.
Do institutions hold both PTMC and GRNJ?
18 Form 13F filers report positions in both, out of 150 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%.