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
351
$9.38M 0.01%
228,115
-3,006
352
$9.31M 0.01%
+223,131
353
$9.24M 0.01%
84,290
-125
354
$9.18M 0.01%
84,420
-49,372
355
$8.92M 0.01%
84,204
+19,454
356
$8.73M 0.01%
522,767
+152,342
357
$8.69M 0.01%
71,234
+18,959
358
$8.56M 0.01%
73,337
+8,785
359
$8.45M 0.01%
408,000
-299,000
360
$8.34M 0.01%
+102,065
361
$8.3M 0.01%
48,732
+14,471
362
$8.17M 0.01%
22,626
-13,549
363
$8.14M 0.01%
777,231
+1,128
364
$8.03M 0.01%
+81,226
365
$8.03M 0.01%
48,421
-33,172
366
$7.98M 0.01%
85,177
+47,826
367
$7.93M 0.01%
+435,674
368
$7.84M 0.01%
45,993
-13,189
369
$7.84M 0.01%
+72,135
370
$7.84M 0.01%
55,104
+16,791
371
$7.74M 0.01%
216,944
-322
372
$7.68M 0.01%
412,956
+141,521
373
$7.63M 0.01%
314,596
+9,384
374
$7.46M 0.01%
121,751
+29,841
375
$7.41M 0.01%
55,070
-96,073
13 14
15
16 17