Loomis, Sayles & Company

Loomis, Sayles & Company Portfolio holdings

AUM $83B
1-Year Est. Return 26.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$53.6B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$86.2M
2
+$81.8M
3
+$76M
4
GLW icon
Corning
GLW
+$50.4M
5
UNH icon
UnitedHealth
UNH
+$42.3M

Top Sells

1
+$67.4M
2
+$62M
3
+$42.3M
4
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$39.5M
5
OPLN
Openlane
OPLN
+$31.3M

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 17.74%
3 Financials 11.65%
4 Healthcare 11.2%
5 Communication Services 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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783
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-87,159
784
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785
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786
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