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Mari Shimokawa

@Loomis Sayles & Co L P

Latest period2024 - Q3ReportedManaged Assets$76.159BTotal holdings692
Assets growth rate4.97%Assets growth rate (2-Q avg)4.08%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Loomis Sayles & Co L P's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 692 positions.

Assets under management

The assets under management (AUM) of Loomis Sayles & Co L P over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 76.159B in assets, with a quarterly growth rate of 4.97% and a 2-quarter average growth rate of 4.08%. The portfolio is managed by Mari Shimokawa, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
3379⤦Firstenergy Corp
Recent Activity
New Position
0.01%
$6.891M
155,381 shares@ $44.35 avg price
ALKTAlkami Technology Inc
Recent Activity
New Position
0.01%
$6.032M
191,259 shares@ $31.54 avg price
FUNSix Flags Entertainment Corp
Recent Activity
New Position
0.01%
$5.393M
133,793 shares@ $40.31 avg price
0097⤦Akamai Technologies Inc Cvt
Recent Activity
New Position
0.01%
$5.147M
50,985 shares@ $100.96 avg price
9813⤦Workiva Inc Cvt
Recent Activity
New Position
0.01%
$4.28M
54,098 shares@ $79.12 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
New Position
0.01%
$3.726M
77,876 shares@ $47.85 avg price
9022⤦Tyler Technologies Inc Cvt
Recent Activity
New Position
0.01%
$3.369M
5,771 shares@ $583.79 avg price
JLLJones Lang Lasalle Inc
Recent Activity
New Position
0.01%
$2.053M
7,606 shares@ $269.92 avg price
BILSpdr Bloomberg 1-3 Month T-bill
Recent Activity
New Position
0.01%
$1.249M
13,600 shares@ $91.84 avg price
0970⤦Bofa Finance Llc Cvt
Recent Activity
New Position
0.01%
$1.201M
10,575 shares@ $113.57 avg price