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
451
$292K ﹤0.01%
1,683
+1,215
452
$276K ﹤0.01%
2,917
-44
453
$275K ﹤0.01%
5,371
-55
454
$274K ﹤0.01%
4,722
455
$267K ﹤0.01%
4,304
456
$261K ﹤0.01%
4,229
-80
457
$260K ﹤0.01%
5,702
+347
458
$256K ﹤0.01%
3,217
-10,168
459
$253K ﹤0.01%
3,070
+1,646
460
$248K ﹤0.01%
1,420
-3,795
461
$236K ﹤0.01%
2,261
-8,817
462
$233K ﹤0.01%
+2,190
463
$226K ﹤0.01%
10,930
+10,843
464
$221K ﹤0.01%
2,761
-525
465
$213K ﹤0.01%
3,874
-148
466
$213K ﹤0.01%
2,475
-9,944
467
$212K ﹤0.01%
428
-363
468
$211K ﹤0.01%
6,381
469
$210K ﹤0.01%
9,090
470
$210K ﹤0.01%
2,463
-1,337
471
$209K ﹤0.01%
9,277
-262
472
$206K ﹤0.01%
513
-7
473
$206K ﹤0.01%
2,886
474
$203K ﹤0.01%
5,413
-191
475
$202K ﹤0.01%
2,639
-7,473
17 18
19
20 21