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
$53.6B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$86.5M
2
+$83.9M
3
+$75.3M
4
GLW icon
Corning
GLW
+$52.2M
5
UNH icon
UnitedHealth
UNH
+$42.9M

Top Sells

1
+$72.7M
2
+$64.2M
3
+$46.5M
4
KAR icon
Openlane
KAR
+$36.4M
5
T icon
AT&T
T
+$33.1M

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 17.74%
3 Financials 11.65%
4 Healthcare 11.2%
5 Communication Services 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-396
627
– –
-82,960
628
– –
-276
629
– –
-366
630
– –
-1,743
631
– –
-498
632
– –
-94
633
– –
-990
634
– –
-921
635
– –
-1,056
636
– –
-710
637
– –
-1,449
638
– –
-1,516
639
– –
-44
640
– –
-279
641
– –
-357
642
– –
-208
643
– –
-948
644
– –
-641
645
– –
-256
646
– –
-160
647
– –
-389,264
648
– –
-242
649
– –
-137
650
– –
-908
24 25
26
27 28