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
576
$19K ﹤0.01%
408
-24,541
577
$19K ﹤0.01%
202
+183
578
$18K ﹤0.01%
267
-18
579
$18K ﹤0.01%
322
-10
580
$18K ﹤0.01%
338
-2,597
581
$18K ﹤0.01%
817
-43,391
582
$18K ﹤0.01%
+65
583
$17K ﹤0.01%
91
-6
584
$17K ﹤0.01%
366
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585
$17K ﹤0.01%
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586
$17K ﹤0.01%
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587
$17K ﹤0.01%
294
588
$17K ﹤0.01%
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589
$17K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
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$16K ﹤0.01%
580
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$15K ﹤0.01%
88
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$15K ﹤0.01%
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$15K ﹤0.01%
216
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$14K ﹤0.01%
434
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599
$14K ﹤0.01%
87
+11
600
$14K ﹤0.01%
22
+1
22 23
24
25 26