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 ⇄ Schroder Investment Management Group
60Shared positions
29.1%Name overlap (Jaccard)
15+Only Loomis Sayles…
15+Only Schroder…
Shared holdings · Q2 2026
Distinctively Loomis Sayles & Co L P
| NVS Novartis AG | 1.0% |
| SEIC SEI Investments… | 0.9% |
| LSGR | 0.4% |
| RBC RBC Bearings… | 0.2% |
| LIN Linde plc | 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% |
| TWST Twist Bioscience… | 0.1% |
| ALKS Alkermes plc | 0.1% |
| MRCY Mercury Systems, Inc. | 0.1% |
| AIR AAR Corp. | 0.1% |
| HQY HealthEquity, Inc. | 0.1% |
Distinctively Schroder Investment…
| TPR Tapestry, Inc. | 0.8% |
| CDNS Cadence Design… | 0.7% |
| VOO Vanguard S&P 500 ETF | 0.6% |
| IVV iShares Core S&P 500… | 0.5% |
| SE Sea Limited | 0.5% |
| SYK Stryker Corporation | 0.5% |
| HTHT H World Group Limited | 0.4% |
| VRT Vertiv Holdings Co | 0.4% |
| LITE Lumentum Holdings Inc. | 0.4% |
| EWBC East West Bancorp… | 0.4% |
| SPOT Spotify Technology… | 0.3% |
| WAT Waters Corporation | 0.3% |
| ITUB Itaú Unibanco Holding… | 0.3% |
| VTR Ventas, Inc. | 0.3% |
| CARR Carrier Global… | 0.3% |
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