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
651
$19K ﹤0.01%
63
-137
652
$19K ﹤0.01%
265
+37
653
$18K ﹤0.01%
220
+29
654
$17K ﹤0.01%
552
+83
655
$16K ﹤0.01%
583
+87
656
$16K ﹤0.01%
96
+10
657
$14K ﹤0.01%
+1,431
658
$13K ﹤0.01%
3,279
+84
659
$12K ﹤0.01%
+437
660
$12K ﹤0.01%
720
-1,283
661
$11K ﹤0.01%
41
-24
662
$11K ﹤0.01%
138
+16
663
$11K ﹤0.01%
116
-26,956
664
$11K ﹤0.01%
57
-3
665
$11K ﹤0.01%
1,083
-38
666
$10K ﹤0.01%
345
-709
667
$10K ﹤0.01%
69
+8
668
$10K ﹤0.01%
233
+33
669
$8K ﹤0.01%
+503
670
$8K ﹤0.01%
2,406
-2,110
671
$8K ﹤0.01%
+1,277
672
$6K ﹤0.01%
+218
673
$5K ﹤0.01%
+1,554
674
$3K ﹤0.01%
+20
675
$2K ﹤0.01%
82
-34,637
25 26
27
28 29