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
526
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7,191
-283
527
$79K ﹤0.01%
548
-9,553
528
$78K ﹤0.01%
285
529
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$72K ﹤0.01%
597
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$70K ﹤0.01%
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532
$67K ﹤0.01%
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$65K ﹤0.01%
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$61K ﹤0.01%
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535
$56K ﹤0.01%
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$54K ﹤0.01%
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$51K ﹤0.01%
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$50K ﹤0.01%
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$36K ﹤0.01%
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$30K ﹤0.01%
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$30K ﹤0.01%
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$29K ﹤0.01%
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$28K ﹤0.01%
105
-14
550
$28K ﹤0.01%
291
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