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

Top Buys

1
+$218M
2
+$155M
3
+$80.7M
4
DIS icon
Walt Disney
DIS
+$74.2M
5
AZEK
The AZEK Co
AZEK
+$56.4M

Top Sells

1
+$819M
2
+$338M
3
+$131M
4
AMZN icon
Amazon
AMZN
+$106M
5
CRM icon
Salesforce
CRM
+$93.2M

Sector Composition

1 Technology 27.29%
2 Communication Services 16.35%
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
551
$59K ﹤0.01%
483
+31
552
$59K ﹤0.01%
+544
553
$59K ﹤0.01%
199
+14
554
$59K ﹤0.01%
534
555
$58K ﹤0.01%
+2,172
556
$58K ﹤0.01%
935
-229
557
$57K ﹤0.01%
759
558
$57K ﹤0.01%
823
-189
559
$57K ﹤0.01%
276
560
$55K ﹤0.01%
383
561
$55K ﹤0.01%
336
-16
562
$55K ﹤0.01%
882
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563
$54K ﹤0.01%
570
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564
$53K ﹤0.01%
201
-22
565
$53K ﹤0.01%
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566
$53K ﹤0.01%
3,056
-2,697
567
$52K ﹤0.01%
292
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1,889
-256
569
$52K ﹤0.01%
+504
570
$51K ﹤0.01%
+528
571
$51K ﹤0.01%
1,653
-1,260
572
$51K ﹤0.01%
860
-103
573
$50K ﹤0.01%
293
574
$50K ﹤0.01%
339
575
$50K ﹤0.01%
592
-309
21 22
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24 25