Loomis, Sayles & Company

Loomis, Sayles & Company Portfolio holdings

AUM $84.1B
1-Year Est. Return 35.46%
This Fund
S&P 500
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
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$0 ﹤0.01%
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719
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5
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723
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