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
601
$41K ﹤0.01%
284
-3,810
602
$41K ﹤0.01%
238
603
$41K ﹤0.01%
19,945
604
$41K ﹤0.01%
969
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605
$40K ﹤0.01%
647
-346
606
$40K ﹤0.01%
+442
607
$40K ﹤0.01%
388
-209
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$39K ﹤0.01%
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609
$39K ﹤0.01%
354
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$39K ﹤0.01%
2,906
+1,931
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$38K ﹤0.01%
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$38K ﹤0.01%
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$38K ﹤0.01%
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$37K ﹤0.01%
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$37K ﹤0.01%
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$37K ﹤0.01%
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$37K ﹤0.01%
219
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625
$37K ﹤0.01%
334
-180
23 24
25
26 27