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
876
$2K ﹤0.01%
15
877
$2K ﹤0.01%
+37
878
$2K ﹤0.01%
28
-58
879
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+8
880
$2K ﹤0.01%
26
-55
881
$2K ﹤0.01%
25
882
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-15
883
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14
-1,371
884
$2K ﹤0.01%
65
-48
885
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+45
886
$2K ﹤0.01%
+7
887
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888
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24
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889
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14
890
$1K ﹤0.01%
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891
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892
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894
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895
$1K ﹤0.01%
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62
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$1K ﹤0.01%
110
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898
$1K ﹤0.01%
9
899
$1K ﹤0.01%
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900
$1K ﹤0.01%
6
34 35
36
37 38