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
551
$80K ﹤0.01%
579
+84
552
$79K ﹤0.01%
366
-90
553
$75K ﹤0.01%
176
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554
$74K ﹤0.01%
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555
$73K ﹤0.01%
1,751
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556
$73K ﹤0.01%
+1,988
557
$72K ﹤0.01%
519
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558
$70K ﹤0.01%
2,539
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559
$67K ﹤0.01%
962
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560
$65K ﹤0.01%
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$62K ﹤0.01%
287
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562
$60K ﹤0.01%
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563
$60K ﹤0.01%
398
564
$59K ﹤0.01%
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$59K ﹤0.01%
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$58K ﹤0.01%
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$57K ﹤0.01%
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$56K ﹤0.01%
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$55K ﹤0.01%
531
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$54K ﹤0.01%
270
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1,311
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$54K ﹤0.01%
223
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$52K ﹤0.01%
369
575
$51K ﹤0.01%
875
-489
21 22
23
24 25