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
626
$36K ﹤0.01%
+940
627
$35K ﹤0.01%
1,075
-70
628
$35K ﹤0.01%
188
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$34K ﹤0.01%
887
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630
$34K ﹤0.01%
97
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631
$33K ﹤0.01%
517
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632
$33K ﹤0.01%
128
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633
$32K ﹤0.01%
1,492
-831
634
$32K ﹤0.01%
1,112
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635
$32K ﹤0.01%
1,059
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636
$31K ﹤0.01%
737
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637
$30K ﹤0.01%
+547
638
$30K ﹤0.01%
411
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639
$30K ﹤0.01%
895
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$29K ﹤0.01%
1,560
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$27K ﹤0.01%
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$27K ﹤0.01%
102
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$26K ﹤0.01%
395
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$26K ﹤0.01%
1,809
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$23K ﹤0.01%
113
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$23K ﹤0.01%
871
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648
$23K ﹤0.01%
4,306
-3,158
649
$22K ﹤0.01%
616
+32
650
$20K ﹤0.01%
233
+33
24 25
26
27 28