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
$51B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
989
New
Increased
Reduced
Closed

Top Buys

1
+$54.5M
2
+$52.9M
3
+$43.4M
4
SBUX icon
Starbucks
SBUX
+$31.5M
5
ORCL icon
Oracle
ORCL
+$30.4M

Top Sells

1
+$246M
2
+$203M
3
+$170M
4
JPM icon
JPMorgan Chase
JPM
+$45.7M
5
BAC icon
Bank of America
BAC
+$43M

Sector Composition

1 Technology 18.86%
2 Consumer Discretionary 17.51%
3 Healthcare 12.17%
4 Financials 11.89%
5 Communication Services 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$8K ﹤0.01%
+309
802
$8K ﹤0.01%
217
-275
803
$8K ﹤0.01%
+206
804
$8K ﹤0.01%
+338
805
$8K ﹤0.01%
+497
806
$8K ﹤0.01%
17
-63
807
$8K ﹤0.01%
+248
808
$8K ﹤0.01%
484
809
$8K ﹤0.01%
90
-15
810
$8K ﹤0.01%
186
811
$8K ﹤0.01%
+264
812
$8K ﹤0.01%
82
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813
$8K ﹤0.01%
493
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814
$8K ﹤0.01%
381
815
$8K ﹤0.01%
+108
816
$8K ﹤0.01%
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817
$8K ﹤0.01%
476
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818
$8K ﹤0.01%
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819
$7K ﹤0.01%
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820
$7K ﹤0.01%
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821
$7K ﹤0.01%
160
822
$7K ﹤0.01%
+933
823
$7K ﹤0.01%
347
824
$7K ﹤0.01%
209
825
$7K ﹤0.01%
298
31 32
33
34 35