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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
NHINational Healthcare Invs Inc
Recent Activity
New Position
0.01%
$38,000
450 shares@ $84.45 avg price
ATATAtour Lifestyle Holdings-adr
Recent Activity
New Position
0.01%
$34,000
1,322 shares@ $25.72 avg price
IWNIshares Russell 2000 Value Index Fund
Recent Activity
New Position
0.01%
$29,000
172 shares@ $168.61 avg price
NSANational Storage Affiliates
Recent Activity
New Position
0.01%
$25,000
520 shares@ $48.08 avg price
YYJovy Inc
Recent Activity
New Position
0.01%
$25,000
702 shares@ $35.62 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.01%
$17,000
168 shares@ $101.2 avg price
CRBGCorebridge Financial Inc
Recent Activity
New Position
0.01%
$14,000
463 shares@ $30.24 avg price
UHSUniversal Health Services Cl B
Recent Activity
New Position
0.01%
$14,000
60 shares@ $233.34 avg price
COKECoca-cola Bottling Co Consol
Recent Activity
New Position
0.01%
$14,000
11 shares@ $1272.73 avg price
ULSUl Solutions Inc - Class A
Recent Activity
New Position
0.01%
$1,000
27 shares@ $37.04 avg price