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
$53.9B
AUM Growth
-$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$428M
2
+$157M
3
+$125M
4
SHOP icon
Shopify
SHOP
+$105M
5
XYZ
Block Inc
XYZ
+$49M

Top Sells

1
+$544M
2
+$467M
3
+$463M
4
ORCL icon
Oracle
ORCL
+$403M
5
V icon
Visa
V
+$289M

Sector Composition

1 Technology 25.3%
2 Healthcare 15.97%
3 Consumer Discretionary 14.64%
4 Communication Services 14.32%
5 Financials 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$7K ﹤0.01%
167
677
$7K ﹤0.01%
49
678
$7K ﹤0.01%
223
679
$7K ﹤0.01%
183
-42
680
$7K ﹤0.01%
232
-36
681
$7K ﹤0.01%
398
682
$7K ﹤0.01%
29
+22
683
$7K ﹤0.01%
94
684
$7K ﹤0.01%
64
685
$7K ﹤0.01%
168
-88
686
$7K ﹤0.01%
150
-31
687
$6K ﹤0.01%
105
-17
688
$6K ﹤0.01%
+54
689
$6K ﹤0.01%
360
-88
690
$6K ﹤0.01%
88
-39
691
$6K ﹤0.01%
447
-248
692
$6K ﹤0.01%
50
-12
693
$6K ﹤0.01%
26
-4
694
$5K ﹤0.01%
137
-45
695
$5K ﹤0.01%
42
+15
696
$5K ﹤0.01%
50
-56
697
$5K ﹤0.01%
146
-64
698
$5K ﹤0.01%
+25
699
$5K ﹤0.01%
181
700
$5K ﹤0.01%
120
26 27
28
29 30