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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
$53.9B
AUM Growth
-$20.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,091
New
Increased
Reduced
Closed

Top Buys

1
+$543M
2
+$173M
3
+$143M
4
BA icon
Boeing
BA
+$135M
5
XYZ
Block Inc
XYZ
+$72.8M

Top Sells

1
+$574M
2
+$517M
3
+$509M
4
ORCL icon
Oracle
ORCL
+$422M
5
V icon
Visa
V
+$304M

Sector Composition

1 Technology 25.31%
2 Healthcare 15.97%
3 Consumer Discretionary 14.64%
4 Communication Services 14.31%
5 Financials 11.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$1K ﹤0.01%
123
927
$1K ﹤0.01%
68
+7
928
$1K ﹤0.01%
5
-4
929
$1K ﹤0.01%
49
-49
930
$1K ﹤0.01%
14
-32
931
$1K ﹤0.01%
+28
932
$1K ﹤0.01%
165
933
$1K ﹤0.01%
7
934
$1K ﹤0.01%
36
935
$1K ﹤0.01%
57
+2
936
$1K ﹤0.01%
14
937
$1K ﹤0.01%
9
938
$1K ﹤0.01%
41
939
$1K ﹤0.01%
46
-35
940
$1K ﹤0.01%
50
-40
941
$1K ﹤0.01%
+23
942
– –
-28
943
– –
-17
944
– –
-19
945
– –
-42,822
946
– –
-9
947
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-24
948
– –
-28
949
– –
-76,324
950
– –
-76,195
36 37
38
39 40