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
876
$7K ﹤0.01%
+232
877
$7K ﹤0.01%
327
878
$6K ﹤0.01%
292
879
$6K ﹤0.01%
19
880
$6K ﹤0.01%
206
-247
881
$6K ﹤0.01%
407
882
$6K ﹤0.01%
432
883
$6K ﹤0.01%
165
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$6K ﹤0.01%
163
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885
$6K ﹤0.01%
456
+202
886
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154
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$6K ﹤0.01%
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$6K ﹤0.01%
100
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889
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890
$6K ﹤0.01%
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891
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369
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895
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$6K ﹤0.01%
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899
$6K ﹤0.01%
188
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900
$5K ﹤0.01%
+117
34 35
36
37 38