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
551
$27K ﹤0.01%
281
+190
552
$25K ﹤0.01%
1,192
-13,172
553
$25K ﹤0.01%
177
+11
554
$25K ﹤0.01%
422
+28
555
$24K ﹤0.01%
217
-10,195
556
$24K ﹤0.01%
179
-13
557
$24K ﹤0.01%
339
-4,508
558
$24K ﹤0.01%
168
-48
559
$24K ﹤0.01%
158
-10
560
$23K ﹤0.01%
530
-13,720
561
$23K ﹤0.01%
84
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562
$23K ﹤0.01%
356
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563
$22K ﹤0.01%
48
-391
564
$22K ﹤0.01%
211
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565
$22K ﹤0.01%
455
566
$21K ﹤0.01%
710
567
$21K ﹤0.01%
274
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568
$21K ﹤0.01%
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$21K ﹤0.01%
105
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$21K ﹤0.01%
782
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571
$20K ﹤0.01%
135
-13
572
$20K ﹤0.01%
207
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573
$20K ﹤0.01%
83
+76
574
$20K ﹤0.01%
527
+211
575
$20K ﹤0.01%
175
+14
21 22
23
24 25