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
$58.8B
AUM Growth
+$6.86B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
782
New
Increased
Reduced
Closed

Top Buys

1
+$299M
2
+$203M
3
+$187M
4
SLB icon
SLB Ltd
SLB
+$156M
5
META icon
Meta Platforms (Facebook)
META
+$149M

Top Sells

1
+$391M
2
+$265M
3
+$182M
4
QCOM icon
Qualcomm
QCOM
+$86.5M
5
PG icon
Procter & Gamble
PG
+$75.8M

Sector Composition

1 Technology 21.33%
2 Consumer Discretionary 17.2%
3 Healthcare 13.55%
4 Communication Services 11.97%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$70K ﹤0.01%
823
+71
627
$70K ﹤0.01%
1,340
+116
628
$70K ﹤0.01%
732
+63
629
$70K ﹤0.01%
348
+33
630
$68K ﹤0.01%
556
+48
631
$68K ﹤0.01%
485
+42
632
$68K ﹤0.01%
460
+39
633
$67K ﹤0.01%
1,079
+94
634
$67K ﹤0.01%
1,635
+143
635
$66K ﹤0.01%
883
+77
636
$66K ﹤0.01%
412
+39
637
$66K ﹤0.01%
1,116
+97
638
$66K ﹤0.01%
1,205
-8,991
639
$65K ﹤0.01%
471
-22,373
640
$65K ﹤0.01%
1,573
+221
641
$64K ﹤0.01%
+2,467
642
$63K ﹤0.01%
641
+39
643
$62K ﹤0.01%
325
+22
644
$60K ﹤0.01%
1,661
+102
645
$59K ﹤0.01%
803
+69
646
$57K ﹤0.01%
401
-31,428
647
$52K ﹤0.01%
+1,214
648
$52K ﹤0.01%
751
-326
649
$50K ﹤0.01%
636
-425
650
$48K ﹤0.01%
1,480
-1,359
24 25
26
27 28