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
$52B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$86.4M
3
+$77.7M
4
IQV icon
IQVIA
IQV
+$60.2M
5
CWST icon
Casella Waste Systems
CWST
+$31.5M

Top Sells

1
+$152M
2
+$97.3M
3
+$89.6M
4
PODD icon
Insulet
PODD
+$61.1M
5
WMGI
Wright Medical Group Inc
WMGI
+$53.7M

Sector Composition

1 Technology 21.2%
2 Consumer Discretionary 17.52%
3 Financials 11.75%
4 Communication Services 11.63%
5 Healthcare 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$32K ﹤0.01%
9,271
-2,473
652
$30K ﹤0.01%
236
653
$27K ﹤0.01%
+1,888
654
$24K ﹤0.01%
327
655
$23K ﹤0.01%
486
656
$23K ﹤0.01%
454
657
$23K ﹤0.01%
4,625
658
$22K ﹤0.01%
456
659
$16K ﹤0.01%
+154
660
$15K ﹤0.01%
320
-6,054
661
$15K ﹤0.01%
370
662
$9K ﹤0.01%
+187
663
$6K ﹤0.01%
292
664
$5K ﹤0.01%
335
-557
665
$3K ﹤0.01%
24
-35
666
$3K ﹤0.01%
+113
667
$3K ﹤0.01%
41
668
– –
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669
– –
-12,995
670
$0 ﹤0.01%
1
671
– –
-273,399
672
– –
-159,808
673
– –
-9
674
– –
-9
675
– –
-7
25 26
27
28 29