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Loomis, Sayles & Company

Loomis, Sayles & Company Portfolio holdings

AUM $74.3B
1-Year Est. Return 24.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.2B
AUM Growth
+$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
932
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$152M
3
+$149M
4
PTON icon
Peloton Interactive
PTON
+$81.8M
5
P
Everpure Inc
P
+$62.7M

Top Sells

1
+$714M
2
+$384M
3
+$294M
4
NVR icon
NVR
NVR
+$112M
5
TENB icon
Tenable Holdings
TENB
+$101M

Sector Composition

1 Technology 25.28%
2 Consumer Discretionary 16.3%
3 Industrials 13.54%
4 Communication Services 13.22%
5 Healthcare 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-44
902
– –
-1,038,136
903
– –
-90
904
– –
-95
905
– –
-49
906
– –
-1,935,664
907
– –
-92
908
– –
-3
909
– –
-1,261
33 34 35 36
37