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 ⇄ Royal London Asset Management Ltd
60Shared positions
28.6%Name overlap (Jaccard)
15+Only Loomis Sayles…
15+Only Royal London…
Shared holdings · Q2 2026
Distinctively Loomis Sayles & Co L P
| NVO Novo Nordisk A/S | 1.1% |
| NVS Novartis AG | 1.0% |
| SEIC SEI Investments… | 0.9% |
| LSGR | 0.4% |
| RBC RBC Bearings… | 0.2% |
| AEIS Advanced Energy… | 0.2% |
| ATI ATI Inc. | 0.1% |
| ALGM Allegro MicroSystems… | 0.1% |
| LTH Life Time Group… | 0.1% |
| MRX Marex Group Limited | 0.1% |
| ACA Arcosa, Inc. | 0.1% |
| LGND Ligand… | 0.1% |
| ESE ESCO Technologies Inc. | 0.1% |
| TWST Twist Bioscience… | 0.1% |
| MOG-A Moog Inc. | 0.1% |
Distinctively Royal London Asset…
| AZN AstraZeneca PLC | 3.5% |
| TTE TotalEnergies SE | 0.5% |
| STLD Steel Dynamics, Inc. | 0.5% |
| HCA HCA Healthcare, Inc. | 0.4% |
| FERG Ferguson plc | 0.4% |
| VRT Vertiv Holdings Co | 0.4% |
| NXT Nextpower Inc. | 0.4% |
| HUBB Hubbell Incorporated | 0.4% |
| UBS UBS Group AG | 0.3% |
| KMI Kinder Morgan, Inc. | 0.3% |
| WRB W. R. Berkley… | 0.3% |
| HALO Halozyme… | 0.3% |
| MRVL Marvell Technology… | 0.2% |
| AME AMETEK, Inc. | 0.2% |
| SBS Companhia de… | 0.2% |
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