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Loomis, Sayles & Company

Loomis, Sayles & Company Portfolio holdings

AUM $74.3B
1-Year Est. Return 24.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.01%
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
+$1.47B
2
+$959M
3
+$896M
4
CRM icon
Salesforce
CRM
+$633M
5
ISRG icon
Intuitive Surgical
ISRG
+$407M

Top Sells

1
+$751M
2
+$623M
3
+$579M
4
MRK icon
Merck
MRK
+$440M
5
YUMC icon
Yum China
YUMC
+$153M

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%
467
-34
652
$5K ﹤0.01%
67
+29
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
663
– –
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664
– –
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665
– –
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– –
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667
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-203
668
– –
-469,068
669
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-113,891
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674
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675
– –
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25 26
27
28 29