We are live on ! Find out more
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
$69.2B
AUM Growth
-$10B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$113M
3
+$67.4M
4
TMO icon
Thermo Fisher Scientific
TMO
+$50.7M
5
MRX
Marex Group
MRX
+$50.6M

Top Sells

1
+$206M
2
+$203M
3
+$193M
4
SPGI icon
S&P Global
SPGI
+$121M
5
QCOM icon
Qualcomm
QCOM
+$120M

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
701
– –
-127
702
– –
-14,132
703
– –
-330
704
– –
-13,609
705
– –
-101,534
706
– –
0
707
– –
-113,979
708
– –
-3,536
709
– –
-1
710
– –
-3,007
711
– –
-231,475
712
– –
-285,320
713
– –
-1,112
714
– –
-2,653
715
– –
-789,937
716
– –
-230
717
– –
-15,945
718
– –
-313,111
719
– –
-37,000
720
– –
-713
721
– –
-319,666
722
– –
-31,700
723
– –
-549
25 26 27 28
29