Loomis, Sayles & Company

Loomis, Sayles & Company Portfolio holdings

AUM $83B
1-Year Est. Return 26.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$62.3B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$1.47B
2
+$959M
3
+$896M
4
CRM icon
Salesforce
CRM
+$633M
5
ISRG icon
Intuitive Surgical
ISRG
+$407M

Top Sells

1
+$751M
2
+$623M
3
+$579M
4
MRK icon
Merck
MRK
+$440M
5
YUMC icon
Yum China
YUMC
+$153M

Sector Composition

1 Technology 26.89%
2 Consumer Discretionary 16.68%
3 Healthcare 12.96%
4 Communication Services 12.75%
5 Financials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
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489
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527
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679
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