Loomis, Sayles & Company

Loomis, Sayles & Company Portfolio holdings

AUM $83B
1-Year Est. Return 26.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.6B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1 +$86.2M
2 +$81.8M
3 +$76M
4
GLW icon
Corning
GLW
+$50.4M
5
UNH icon
UnitedHealth
UNH
+$42.3M

Top Sells

1 +$67.4M
2 +$62M
3 +$42.3M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$39.5M
5
OPLN
Openlane
OPLN
+$31.3M

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 17.74%
3 Financials 11.65%
4 Healthcare 11.2%
5 Communication Services 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
-296
677
-687
678
-617
679
-3,899
680
-436,970
681
-670
682
-641
683
-256
684
-4,824
685
-383
686
-200
687
-796
688
-137,644
689
-277
690
-202
691
-2,269
692
-20,045
693
-48
694
-1,712
695
-76,121
696
-708
697
-101
698
-875
699
-1,250
700
-503