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
$69.2B
AUM Growth
-$10B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$103M
3
+$56.7M
4
MRX
Marex Group
MRX
+$51.4M
5
TMO icon
Thermo Fisher Scientific
TMO
+$46.6M

Top Sells

1
+$199M
2
+$181M
3
+$165M
4
SPGI icon
S&P Global
SPGI
+$120M
5
V icon
Visa
V
+$118M

Sector Composition

1 Technology 25.74%
2 Communication Services 18.8%
3 Consumer Discretionary 17.42%
4 Healthcare 12.71%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$102K ﹤0.01%
432
+184
527
$102K ﹤0.01%
1,047
+450
528
$102K ﹤0.01%
1,287
+205
529
$102K ﹤0.01%
1,508
+656
530
$102K ﹤0.01%
510
-183
531
$101K ﹤0.01%
379
532
$101K ﹤0.01%
1,373
533
$100K ﹤0.01%
1,484
+630
534
$100K ﹤0.01%
550
535
$97K ﹤0.01%
870
-476
536
$96K ﹤0.01%
4,022
+1,753
537
$92K ﹤0.01%
2,084
-54
538
$88K ﹤0.01%
168
-27,195
539
$88K ﹤0.01%
758
+303
540
$87K ﹤0.01%
4,359
541
$86K ﹤0.01%
+3,393
542
$86K ﹤0.01%
481
+207
543
$85K ﹤0.01%
654
-441
544
$85K ﹤0.01%
948
+471
545
$84K ﹤0.01%
2,019
546
$84K ﹤0.01%
+318
547
$83K ﹤0.01%
1,819
+786
548
$82K ﹤0.01%
+627
549
$82K ﹤0.01%
352
550
$81K ﹤0.01%
2,071
+1,025
20 21
22
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