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
726
$4K ﹤0.01%
52
-72
727
$4K ﹤0.01%
1,185
728
$4K ﹤0.01%
12
-4
729
$4K ﹤0.01%
+3
730
$4K ﹤0.01%
247
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731
$3K ﹤0.01%
+24
732
$3K ﹤0.01%
25
733
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734
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735
$3K ﹤0.01%
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736
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737
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$3K ﹤0.01%
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739
$3K ﹤0.01%
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740
$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
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746
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$3K ﹤0.01%
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$3K ﹤0.01%
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$3K ﹤0.01%
46
+18
28 29
30
31 32