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
826
$10K ﹤0.01%
165
+62
827
$10K ﹤0.01%
438
+181
828
$10K ﹤0.01%
+874
829
$10K ﹤0.01%
235
830
$10K ﹤0.01%
481
-157
831
$10K ﹤0.01%
256
-106
832
$10K ﹤0.01%
1,029
833
$10K ﹤0.01%
448
-127
834
$10K ﹤0.01%
268
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835
$10K ﹤0.01%
208
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836
$10K ﹤0.01%
573
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837
$9K ﹤0.01%
+168
838
$9K ﹤0.01%
410
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839
$9K ﹤0.01%
+409
840
$9K ﹤0.01%
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841
$9K ﹤0.01%
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842
$9K ﹤0.01%
111
843
$9K ﹤0.01%
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844
$9K ﹤0.01%
723
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845
$9K ﹤0.01%
146
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846
$9K ﹤0.01%
214
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847
$9K ﹤0.01%
340
848
$9K ﹤0.01%
+457
849
$9K ﹤0.01%
+568
850
$9K ﹤0.01%
315
-471
32 33
34
35 36