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
751
$3K ﹤0.01%
27
+12
752
$3K ﹤0.01%
60
-30
753
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124
-63
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70
755
$3K ﹤0.01%
+109
756
$3K ﹤0.01%
61
757
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28
758
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-35
759
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18
+1
760
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96
761
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78
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762
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764
$3K ﹤0.01%
22
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765
$3K ﹤0.01%
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766
$3K ﹤0.01%
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767
$3K ﹤0.01%
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$3K ﹤0.01%
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769
$2K ﹤0.01%
19
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$2K ﹤0.01%
125
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$2K ﹤0.01%
16
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$2K ﹤0.01%
102
773
$2K ﹤0.01%
54
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$2K ﹤0.01%
311
775
$2K ﹤0.01%
41
-25
29 30
31
32 33