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Core-satellite

World Core + Tech & Robotics Satellites: how much does it overlap?

The World Core + Tech & Robotics Satellites portfolio has a 13.05% holdings redundancy — the share of its weight that is duplicated across its 3 funds. Its single largest underlying holding is NVIDIA CORP at 6.59% of the whole portfolio. Computed from the funds' published holdings.

Portfolio redundancy 13.05% duplicated across 3 funds
Largest underlying holding

NVIDIA CORP

6.59% of the whole portfolio, across 3 funds

The funds

A broad world core with thematic technology and automation satellites — a common setup that quietly stacks extra weight on the same megacaps.

Top holdings, looked through

Each security aggregated across every fund

HoldingIn fundsPortfolio weight
NVIDIA CORP 3 6.59%
APPLE INC 2 6.01%
MICROSOFT CORP 2 3.63%
BROADCOM INC 2 2.34%
AMAZON.COM INC 1 2.12%
ALPHABET INC CLASS A 1 1.90%
ALPHABET INC CLASS C 1 1.49%
ADVANCED MICRO DEVICES INC 3 1.43%
MICRON TECHNOLOGY INC 2 1.41%
META PLATFORMS INC CLASS A 1 1.19%

Pairwise overlap

How much each pair of funds shares

Fund pairOverlap
SWDA × IUIT 26.0%
IUIT × RBOT 11.7%
SWDA × RBOT 7.5%

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Redundancy = the sum, across every underlying security, of its total portfolio weight minus the largest single fund's contribution — the weight duplicated across funds. Figures derive from each issuer's published holdings. Methodology.