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
476
$202K ﹤0.01%
1,028
+902
477
$202K ﹤0.01%
647
478
$202K ﹤0.01%
3,976
-18,719
479
$200K ﹤0.01%
2,052
+19
480
$195K ﹤0.01%
4,130
+27
481
$194K ﹤0.01%
711
-53
482
$194K ﹤0.01%
2,502
-5,405
483
$187K ﹤0.01%
3,288
-129
484
$181K ﹤0.01%
4,879
-68
485
$177K ﹤0.01%
8,466
-8,357
486
$176K ﹤0.01%
+8,450
487
$174K ﹤0.01%
8,306
-4,049
488
$172K ﹤0.01%
4,932
-145
489
$171K ﹤0.01%
9,677
490
$166K ﹤0.01%
3,091
+117
491
$165K ﹤0.01%
4,629
-19,139
492
$165K ﹤0.01%
2,166
-41
493
$160K ﹤0.01%
1,507
-2,010
494
$158K ﹤0.01%
14,526
+12,657
495
$155K ﹤0.01%
3,720
+3,234
496
$148K ﹤0.01%
873
+706
497
$144K ﹤0.01%
1,938
-2,024
498
$143K ﹤0.01%
1,592
-173
499
$143K ﹤0.01%
1,152
500
$139K ﹤0.01%
+11,054
18 19
20
21 22