Loomis, Sayles & Company

Loomis, Sayles & Company Portfolio holdings

AUM $83B
1-Year Est. Return 26.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.71%
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
+$218M
2
+$155M
3
+$80.7M
4
DIS icon
Walt Disney
DIS
+$74.2M
5
AZEK
The AZEK Co
AZEK
+$56.4M

Top Sells

1
+$819M
2
+$338M
3
+$131M
4
AMZN icon
Amazon
AMZN
+$106M
5
CRM icon
Salesforce
CRM
+$93.2M

Sector Composition

1 Technology 27.29%
2 Communication Services 16.35%
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
626
$35K ﹤0.01%
+846
627
$35K ﹤0.01%
683
-262
628
$34K ﹤0.01%
1,702
629
$34K ﹤0.01%
861
630
$33K ﹤0.01%
322
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631
$33K ﹤0.01%
4,981
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632
$30K ﹤0.01%
600
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633
$30K ﹤0.01%
1,127
-658
634
$29K ﹤0.01%
723
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635
$29K ﹤0.01%
176
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636
$29K ﹤0.01%
166
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637
$28K ﹤0.01%
167
638
$28K ﹤0.01%
252
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639
$28K ﹤0.01%
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640
$28K ﹤0.01%
191
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641
$27K ﹤0.01%
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$26K ﹤0.01%
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$26K ﹤0.01%
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$26K ﹤0.01%
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$26K ﹤0.01%
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646
$26K ﹤0.01%
451
647
$25K ﹤0.01%
1,206
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648
$25K ﹤0.01%
1,257
+63
649
$24K ﹤0.01%
507
-4,298
650
$24K ﹤0.01%
829
-1,278
24 25
26
27 28