Loomis, Sayles & Company

Loomis, Sayles & Company Portfolio holdings

AUM $84.1B
1-Year Est. Return 35.46%
This Quarter Est. Return
1 Year Est. Return
+35.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$69.2B
AUM Growth
-$10B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$103M
3
+$56.7M
4
MRX
Marex Group
MRX
+$51.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$46.6M

Top Sells

1
+$199M
2
+$181M
3
+$165M
4
SPGI icon
S&P Global
SPGI
+$120M
5
V icon
Visa
V
+$118M

Sector Composition

1 Technology 25.74%
2 Communication Services 18.8%
3 Consumer Discretionary 17.42%
4 Healthcare 12.71%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$14.9M 0.02%
175,144
-3,686
277
$14.9M 0.02%
+2,242,371
278
$14.9M 0.02%
368,430
+3,077
279
$14.9M 0.02%
813,394
+785
280
$14.9M 0.02%
207,791
+1,939
281
$14.8M 0.02%
+202,847
282
$14.6M 0.02%
532,511
-12,177
283
$14.6M 0.02%
194,942
-5,420
284
$14.6M 0.02%
64,020
-324
285
$14.5M 0.02%
534,318
+63,409
286
$14.4M 0.02%
714,708
-14,975
287
$14.3M 0.02%
482,721
+73,019
288
$14.1M 0.02%
1,058,719
+237,044
289
$14.1M 0.02%
70,514
+48,372
290
$13.9M 0.02%
299,971
-1,346
291
$13.8M 0.02%
47,968
-245
292
$13.8M 0.02%
166,886
-702
293
$13.8M 0.02%
77,137
-494
294
$13.7M 0.02%
+288,580
295
$13.5M 0.02%
364,866
-50,430
296
$13.4M 0.02%
79,929
-394
297
$13.4M 0.02%
+748,152
298
$13.2M 0.02%
1,577,966
-1,410
299
$13M 0.02%
193,888
-297
300
$12.9M 0.02%
351,686
-10,542
10 11
12
13 14