Jensen Investment Management Inc.vsDonald Yacktman

Side-by-side current 13F portfolio comparison · 17 shared positions

Whale A

AUM

$5.1B

Positions

Shared %

25.1%

Whale B

Yacktman Asset Management LP

AUM

$7.5B

Positions

Shared %

23.5%

Common holdings · 17

Stocks both whales currently hold — sorted by combined value

Stock	Jensen weight	Donald weight	Jensen value	Donald value
MSFT · Microsoft Corp.	8.5%	4.9%	$433M	$368M
PG · Procter And Gamble Co.	2.8%	3.7%	$144M	$279M
PEP · Pepsico Inc.	0.2%	4.2%	$13M	$315M
JNJ · Johnson & Johnson	0.0%	4.1%	$2M	$305M
MA · Mastercard Inc.	4.8%	0.1%	$245M	$6M
MRSH · Marsh & Mclennan Cos Inc.	3.9%	0.0%	$200M	$3M
CTSH · Cognizant Technology Solutio	0.1%	2.5%	$7M	$185M
KO · Coca Cola Co.	0.2%	2.1%	$8M	$160M
VRSK · Verisk Analytics Inc.	1.8%	0.0%	$91M	$3M
CL · Colgate Palmolive Co.	0.2%	0.9%	$10M	$67M
CPRT · Copart Inc.	1.0%	0.0%	$53M	$4M
INTU · Intuit	0.9%	0.0%	$45M	$3M
UNH · Unitedhealth Group Inc.	0.0%	0.6%	$403K	$46M
AON · Aon Plc	0.2%	0.1%	$8M	$4M
MSCI · Msci Inc.	0.1%	0.1%	$4M	$6M
CLX · Clorox Co. Del	0.1%	0.1%	$5M	$5M
FICO · Fair Isaac Corp.	0.0%	0.1%	$1M	$7M

Unique to Jensen Investment Management Inc.

Top 10 by value held — not in the other's portfolio

Unique to Donald Yacktman

Top 10 by value held — not in the other's portfolio

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★ WatchlistData from SEC EDGAR · whalstreet.com