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
926
$3K ﹤0.01%
+29
927
$3K ﹤0.01%
102
928
$3K ﹤0.01%
+212
929
$3K ﹤0.01%
+185
930
$3K ﹤0.01%
+42
931
$3K ﹤0.01%
75
-28
932
$3K ﹤0.01%
+367
933
$3K ﹤0.01%
+196
934
$3K ﹤0.01%
+37
935
$3K ﹤0.01%
165
-480
936
$3K ﹤0.01%
+40
937
$3K ﹤0.01%
+244
938
$3K ﹤0.01%
+74
939
$3K ﹤0.01%
167
940
$3K ﹤0.01%
+39
941
$3K ﹤0.01%
+64
942
$3K ﹤0.01%
477
-231
943
$3K ﹤0.01%
+53
944
$3K ﹤0.01%
+241
945
$3K ﹤0.01%
230
946
$3K ﹤0.01%
692
947
$3K ﹤0.01%
+65
948
$3K ﹤0.01%
101
949
$2K ﹤0.01%
111
-144
950
$2K ﹤0.01%
204
-414
36 37
38
39 40