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
601
$42K ﹤0.01%
785
602
$42K ﹤0.01%
209
603
$42K ﹤0.01%
333
604
$42K ﹤0.01%
93
605
$42K ﹤0.01%
377
-316
606
$41K ﹤0.01%
157
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607
$41K ﹤0.01%
243
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608
$41K ﹤0.01%
971
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609
$40K ﹤0.01%
102
610
$40K ﹤0.01%
465
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611
$40K ﹤0.01%
609
612
$40K ﹤0.01%
2,352
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613
$40K ﹤0.01%
630
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614
$39K ﹤0.01%
676
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615
$39K ﹤0.01%
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$39K ﹤0.01%
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$39K ﹤0.01%
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$38K ﹤0.01%
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619
$38K ﹤0.01%
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$38K ﹤0.01%
48
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$36K ﹤0.01%
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$36K ﹤0.01%
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623
$36K ﹤0.01%
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624
$35K ﹤0.01%
250
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625
$35K ﹤0.01%
167
23 24
25
26 27