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
851
$9K ﹤0.01%
542
-249
852
$9K ﹤0.01%
+186
853
$8K ﹤0.01%
231
-488
854
$8K ﹤0.01%
228
-903
855
$8K ﹤0.01%
+543
856
$8K ﹤0.01%
+1,207
857
$8K ﹤0.01%
+241
858
$8K ﹤0.01%
199
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859
$8K ﹤0.01%
413
860
$8K ﹤0.01%
+237
861
$8K ﹤0.01%
80
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$8K ﹤0.01%
+123
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$8K ﹤0.01%
772
864
$8K ﹤0.01%
+1,370
865
$8K ﹤0.01%
+107
866
$7K ﹤0.01%
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867
$7K ﹤0.01%
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299
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869
$7K ﹤0.01%
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870
$7K ﹤0.01%
248
871
$7K ﹤0.01%
316
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872
$7K ﹤0.01%
+550
873
$7K ﹤0.01%
432
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874
$7K ﹤0.01%
+426
875
$7K ﹤0.01%
837
+546
33 34
35
36 37