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
$53.9B
AUM Growth
-$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$428M
2
+$157M
3
+$125M
4
SHOP icon
Shopify
SHOP
+$105M
5
XYZ
Block Inc
XYZ
+$49M

Top Sells

1
+$544M
2
+$467M
3
+$463M
4
ORCL icon
Oracle
ORCL
+$403M
5
V icon
Visa
V
+$289M

Sector Composition

1 Technology 25.3%
2 Healthcare 15.97%
3 Consumer Discretionary 14.64%
4 Communication Services 14.32%
5 Financials 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$9.34M 0.02%
112,527
-912
352
$9.02M 0.02%
317,006
-5,220
353
$8.89M 0.02%
526,146
-744
354
$8.76M 0.02%
622,921
-211,631
355
$8.73M 0.02%
109,705
+966
356
$8.63M 0.02%
146,394
-2,371
357
$8.61M 0.02%
+176,804
358
$8.32M 0.02%
252,170
+111,375
359
$7.72M 0.01%
+111,998
360
$7.58M 0.01%
195,545
-83,405
361
$7.55M 0.01%
390,405
-6,314
362
$7.54M 0.01%
119,436
-7,016
363
$7.48M 0.01%
371,992
-2,016
364
$7.3M 0.01%
152,897
+1,020
365
$7.24M 0.01%
388,132
-6,094
366
$7.21M 0.01%
87,603
+87,007
367
$7.04M 0.01%
314,352
-5,425
368
$7.04M 0.01%
779,141
+12,369
369
$6.89M 0.01%
1,111,164
+820
370
$6.87M 0.01%
353,182
-1,453
371
$6.85M 0.01%
93,080
372
$6.69M 0.01%
84,645
-73,435
373
$6.59M 0.01%
274,539
-4,459
374
$6.33M 0.01%
526,036
-1,255
375
$6.22M 0.01%
274,491
-4,775
13 14
15
16 17