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

Top Buys

1
+$285M
2
+$179M
3
+$72.7M
4
DIS icon
Walt Disney
DIS
+$69.9M
5
AZEK
The AZEK Co
AZEK
+$66.1M

Top Sells

1
+$1.04B
2
+$393M
3
+$143M
4
AMZN icon
Amazon
AMZN
+$122M
5
CRM icon
Salesforce
CRM
+$96.5M

Sector Composition

1 Technology 27.28%
2 Communication Services 16.36%
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
576
$49K ﹤0.01%
470
-51
577
$49K ﹤0.01%
140
-33
578
$49K ﹤0.01%
286
-49
579
$48K ﹤0.01%
253
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1,035
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$47K ﹤0.01%
212
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584
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585
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151
586
$45K ﹤0.01%
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$44K ﹤0.01%
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$43K ﹤0.01%
435
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$43K ﹤0.01%
308
600
$43K ﹤0.01%
395
22 23
24
25 26