Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Loomis Sayles & Co L P ⇄ Clearbridge Investments, LLC
60Shared positions
27.6%Name overlap (Jaccard)
15+Only Loomis Sayles…
15+Only Clearbridge…
Shared holdings · Q2 2026
Distinctively Loomis Sayles & Co L P
| CRM Salesforce, Inc. | 1.3% |
| EXPD Expeditors… | 1.1% |
| SEIC SEI Investments… | 0.9% |
| YUM Yum! Brands, Inc. | 0.7% |
| LSGR | 0.4% |
| ILMN Illumina, Inc. | 0.4% |
| FDS FactSet Research… | 0.4% |
| TT Trane Technologies plc | 0.4% |
| WDAY Workday, Inc. | 0.4% |
| ARM Arm Holdings plc… | 0.3% |
| KLAC KLA Corporation | 0.3% |
| AEIS Advanced Energy… | 0.2% |
| ROP Roper Technologies… | 0.1% |
| LTH Life Time Group… | 0.1% |
| MRX Marex Group Limited | 0.1% |
Distinctively Clearbridge…
| AZN AstraZeneca PLC | 0.8% |
| TRV The Travelers… | 0.8% |
| ETR Entergy Corporation | 0.7% |
| SHW The Sherwin-Williams… | 0.6% |
| CNI Canadian National… | 0.6% |
| TRP TC Energy Corporation | 0.5% |
| CRWD CrowdStrike Holdings… | 0.5% |
| VRT Vertiv Holdings Co | 0.5% |
| PBA Pembina Pipeline… | 0.5% |
| AMT American Tower… | 0.5% |
| APO Apollo Global… | 0.5% |
| PSA Public Storage | 0.5% |
| BDX Becton, Dickinson and… | 0.4% |
| XPO XPO Logistics, Inc. | 0.4% |
| TMUS T-Mobile US, Inc. | 0.4% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology