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
$62B
AUM Growth
+$4.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$285M
2
+$179M
3
+$72.7M
4
DIS icon
Walt Disney
DIS
+$69.9M
5
AZEK
The AZEK Co
AZEK
+$66.1M

Top Sells

1
+$1.04B
2
+$393M
3
+$143M
4
AMZN icon
Amazon
AMZN
+$122M
5
CRM icon
Salesforce
CRM
+$96.5M

Sector Composition

1 Technology 27.28%
2 Communication Services 16.36%
3 Consumer Discretionary 16.22%
4 Healthcare 12.62%
5 Financials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$255K ﹤0.01%
1,147
-204
477
$252K ﹤0.01%
3,847
+3,713
478
$244K ﹤0.01%
1,065
-163
479
$234K ﹤0.01%
24,556
480
$227K ﹤0.01%
2,793
+1,545
481
$223K ﹤0.01%
3,308
+226
482
$218K ﹤0.01%
6,842
+374
483
$211K ﹤0.01%
5,682
-1,559
484
$208K ﹤0.01%
2,452
+1,887
485
$184K ﹤0.01%
953
+22
486
$180K ﹤0.01%
4,200
+1,700
487
$176K ﹤0.01%
1,892
-1,624
488
$173K ﹤0.01%
3,550
+108
489
$168K ﹤0.01%
6,242
490
$167K ﹤0.01%
1,246
-402
491
$156K ﹤0.01%
457
+29
492
$154K ﹤0.01%
1,751
-500
493
$140K ﹤0.01%
2,939
-1,019
494
$136K ﹤0.01%
417
495
$129K ﹤0.01%
4,051
+1,198
496
$122K ﹤0.01%
3,080
497
$122K ﹤0.01%
5,351
+1,581
498
$118K ﹤0.01%
611
-425
499
$118K ﹤0.01%
252
-15
500
$117K ﹤0.01%
8,582
+2,535
18 19
20
21 22