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
851
$2K ﹤0.01%
26
852
$2K ﹤0.01%
33
-41
853
$2K ﹤0.01%
19
-35
854
$2K ﹤0.01%
16
-29
855
$2K ﹤0.01%
68
856
$2K ﹤0.01%
66
-171
857
$2K ﹤0.01%
93
+33
858
$2K ﹤0.01%
15
-11
859
$2K ﹤0.01%
46
860
$2K ﹤0.01%
89
-234
861
$2K ﹤0.01%
11
862
$2K ﹤0.01%
10
+4
863
$2K ﹤0.01%
+12
864
$2K ﹤0.01%
25
-17
865
$2K ﹤0.01%
+95
866
$2K ﹤0.01%
40
-26
867
$2K ﹤0.01%
145
868
$2K ﹤0.01%
75
-43
869
$2K ﹤0.01%
108
870
$2K ﹤0.01%
12
871
$2K ﹤0.01%
39
-24
872
$2K ﹤0.01%
179
-61
873
$2K ﹤0.01%
+31
874
$2K ﹤0.01%
+39
875
$2K ﹤0.01%
26
-21
33 34
35
36 37