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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 ⇄ Mitsubishi UFJ Asset Management Co., Ltd.

60Shared positions
28.0%Name overlap (Jaccard)
15+Only Loomis Sayles…
15+Only Mitsubishi…

Shared holdings · Q2 2026

SecurityLoomis Sayles & Co… weightMitsubishi UFJ… weight
NVDA NVIDIA Corporation 9.9% 6.6%
GOOGL Alphabet Inc. 7.7% 3.5%
AMZN Amazon.com, Inc. 5.5% 3.7%
TSLA Tesla, Inc. 6.7% 1.7%
MSFT Microsoft Corporation 3.6% 4.2%
META Meta Platforms, Inc. 5.3% 1.7%
AAPL Apple Inc. 0.0% 5.9%
V Visa Inc. 3.9% 1.3%
NFLX Netflix, Inc. 3.6% 0.8%
BA The Boeing Company 3.8% 0.2%
GOOG Alphabet Inc. 1.2% 2.3%
ORCL Oracle Corporation 3.1% 0.3%
MNST Monster Beverage… 3.0% 0.1%
AVGO Broadcom Inc. 0.4% 2.5%
VRTX Vertex Pharmaceuticals… 2.4% 0.2%
SHOP Shopify Inc. 2.1% 0.0%
DIS The Walt Disney Company 1.6% 0.2%
MU Micron Technology, Inc. 0.0% 1.8%
ADSK Autodesk, Inc. 1.5% 0.1%
REGN Regeneron… 1.5% 0.1%
CRM Salesforce, Inc. 1.3% 0.2%
JPM JPMorgan Chase & Co. 0.2% 1.2%
TMO Thermo Fisher Scientific… 0.8% 0.6%
LLY Eli Lilly and Company 0.0% 1.3%
AMD Advanced Micro Devices… 0.0% 1.3%
SBUX Starbucks Corporation 1.2% 0.2%
DE Deere & Company 1.1% 0.2%
EXPD Expeditors International… 1.1% 0.0%
BRK-B Berkshire Hathaway Inc. 0.0% 1.1%
ISRG Intuitive Surgical, Inc. 0.8% 0.2%
MA Mastercard Incorporated 0.5% 0.6%
NVS Novartis AG 1.0% 0.0%
BKNG Booking Holdings Inc. 0.8% 0.3%
SEIC SEI Investments Company 0.9% 0.0%
INTC Intel Corp. 0.0% 0.9%
KO The Coca-Cola Company 0.0% 0.9%
SPGI S&P Global Inc. 0.4% 0.5%
JNJ Johnson & Johnson 0.0% 0.9%
KLAC KLA Corporation 0.3% 0.6%
PG The Procter & Gamble… 0.0% 0.8%
LRCX Lam Research Corporation 0.0% 0.8%
AMAT Applied Materials, Inc. 0.0% 0.8%
CAT Caterpillar Inc. 0.0% 0.8%
COST Costco Wholesale… 0.2% 0.6%
YUM Yum! Brands, Inc. 0.7% 0.1%
GS The Goldman Sachs Group… 0.2% 0.5%
XONA.DE Exxon Mobil Corporation 0.0% 0.8%
XYZ Block, Inc. 0.7% 0.1%
WMT Walmart Inc. 0.0% 0.7%
UNH UnitedHealth Group… 0.1% 0.6%
TXN Texas Instruments… 0.0% 0.7%
CSCO Cisco Systems, Inc. 0.0% 0.7%
HD The Home Depot, Inc. 0.1% 0.5%
PM Philip Morris… 0.0% 0.6%
ABBV AbbVie Inc. 0.0% 0.6%
GE GE Aerospace 0.0% 0.5%
BAC Bank of America… 0.0% 0.5%
TT Trane Technologies plc 0.4% 0.1%
LIN Linde plc 0.1% 0.3%
NKE NIKE, Inc. 0.4% 0.1%

Distinctively Loomis Sayles & Co L P

NVO Novo Nordisk A/S 1.1%
LSGR 0.4%
LTH Life Time Group… 0.1%
MRX Marex Group Limited 0.1%
LGND Ligand… 0.1%
ABEV Ambev S.A. 0.1%
EXTR Extreme Networks, Inc. 0.1%
GOOGN Alphabet Inc.… 0.1%
COCO The Vita Coco… 0.1%
GOOGM Alphabet Inc.… 0.1%
LGN Legence Corp. Class A… 0.1%
BOOT Boot Barn Holdings… 0.1%
IWF iShares Russell 1000… 0.1%
AXSM Axsome Therapeutics… 0.1%
VCEL Vericel Corporation 0.1%

Distinctively Mitsubishi UFJ Asset…

AON Aon plc 0.5%
MRVL Marvell Technology… 0.4%
CRWD CrowdStrike Holdings… 0.3%
STE STERIS plc 0.3%
VRT Vertiv Holdings Co 0.2%
SHW The Sherwin-Williams… 0.2%
NOW ServiceNow, Inc. 0.2%
CDNS Cadence Design… 0.2%
SYK Stryker Corporation 0.1%
FERG Ferguson plc 0.1%
CSX CSX Corporation 0.1%
TMUS T-Mobile US, Inc. 0.1%
DDOG Datadog, Inc. 0.1%
ADBE Adobe Inc. 0.1%
MAR Marriott… 0.1%
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