Portfolio Crowding
See where your portfolio is repeating the same stock exposure through multiple funds.
This screen looks through the equity holdings inside your portfolio funds and shows where diversification is thinner than it appears. The goal is to surface repeated businesses, crowded fund pairs, and the duplicate exposure that actually matters in your portfolio.
High overlap
Medium overlap
Lower overlap
Funds With Holdings
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Checking funds with constituent data.
Tightest Fund Pair
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Looking for the closest pair.
Repeated Stocks
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Stocks appearing in multiple funds.
Most Crowded Stock
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Checking which business is most common.
Fund By Fund View
See each fund’s portfolio weight, how many stocks were analysed, and which peer it overlaps with the most.
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Most Overlapping Fund Pairs
Start here to see which two held funds are closest under the hood and what is causing that overlap.
| Fund Pair | Overlap | Common Stocks | Top Shared Stocks |
|---|---|---|---|
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Most Repeated Stocks Across Your Portfolio
These stocks keep appearing across funds. Ranking uses both repetition and your weighted portfolio exposure.
| Stock | In Funds | Portfolio Exposure | Total Fund Weight | Appears In |
|---|---|---|---|---|
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