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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
EWYIshares Msci South Korea Cap Etf
Recent Activity
New Position
0.01%
$256,000
4,000 shares@ $64.0 avg price
VTWOVanguard Russell 2000 Etf
Recent Activity
New Position
0.01%
$156,000
1,743 shares@ $89.51 avg price
IWOIshares Russell 2000 Growth Mf
Recent Activity
New Position
0.01%
$154,000
544 shares@ $283.09 avg price
VTVanguard Tot World Stk Index
Recent Activity
New Position
0.01%
$142,000
1,187 shares@ $119.63 avg price
IYJIshares U.s. Industrials Etf
Recent Activity
New Position
0.01%
$108,000
809 shares@ $133.5 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
New Position
0.01%
$63,000
110 shares@ $572.73 avg price
TELTe Connectivity Ltd
Recent Activity
New Position
0.01%
$57,000
377 shares@ $151.2 avg price
COLDAmericold Realty Trust
Recent Activity
New Position
0.01%
$55,000
1,947 shares@ $28.25 avg price
AHRAmerican Healthcare Reit Inc
Recent Activity
New Position
0.01%
$55,000
2,095 shares@ $26.26 avg price
OHIOmega Healthcare Investors
Recent Activity
New Position
0.01%
$47,000
1,156 shares@ $40.66 avg price