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
$62.3B
AUM Growth
+$13.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
775
New
Increased
Reduced
Closed

Top Buys

1
+$1.14B
2
+$905M
3
+$704M
4
ISRG icon
Intuitive Surgical
ISRG
+$431M
5
ILMN icon
Illumina
ILMN
+$388M

Top Sells

1
+$776M
2
+$639M
3
+$594M
4
MRK icon
Merck
MRK
+$431M
5
YUMC icon
Yum China
YUMC
+$156M

Sector Composition

1 Technology 26.89%
2 Consumer Discretionary 16.68%
3 Healthcare 12.96%
4 Communication Services 12.75%
5 Financials 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
93
652
$5K ﹤0.01%
83
653
$4K ﹤0.01%
135
654
$4K ﹤0.01%
72
655
$4K ﹤0.01%
269
656
$3K ﹤0.01%
31
657
$3K ﹤0.01%
+129
658
$2K ﹤0.01%
20
659
$2K ﹤0.01%
74
-90
660
$1K ﹤0.01%
9
661
$1K ﹤0.01%
26
662
$1K ﹤0.01%
11
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675
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25 26
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