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
$35.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,188
New
Increased
Reduced
Closed

Top Buys

1
+$622M
2
+$267M
3
+$105M
4
YUM icon
Yum! Brands
YUM
+$83.9M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$57.9M

Top Sells

1
+$580M
2
+$292M
3
+$275M
4
F icon
Ford
F
+$211M
5
ZBH icon
Zimmer Biomet
ZBH
+$200M

Sector Composition

1 Technology 19.58%
2 Consumer Discretionary 12.6%
3 Financials 12.54%
4 Healthcare 12.47%
5 Communication Services 9.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$30K ﹤0.01%
589
727
$30K ﹤0.01%
240
-262
728
$30K ﹤0.01%
3,136
729
$30K ﹤0.01%
1,288
-169
730
$29K ﹤0.01%
685
731
$29K ﹤0.01%
577
-44
732
$29K ﹤0.01%
555
-43
733
$29K ﹤0.01%
1,567
+775
734
$29K ﹤0.01%
280
-903
735
$27K ﹤0.01%
720
-140
736
$27K ﹤0.01%
475
-172
737
$27K ﹤0.01%
745
738
$26K ﹤0.01%
509
-42
739
$26K ﹤0.01%
+1,430
740
$26K ﹤0.01%
893
741
$26K ﹤0.01%
+468
742
$26K ﹤0.01%
1,044
+162
743
$25K ﹤0.01%
2,500
+1,519
744
$25K ﹤0.01%
2,597
745
$25K ﹤0.01%
270
+92
746
$25K ﹤0.01%
454
+392
747
$25K ﹤0.01%
839
+656
748
$24K ﹤0.01%
600
749
$23K ﹤0.01%
+319
750
$23K ﹤0.01%
+680
28 29
30
31 32