Loomis, Sayles & Company Portfolio holdings
AUM
$79.8B
1-Year Return
31.99%
This Quarter Return
+21.9%
1 Year Return
+31.99%
3 Year Return
+166.63%
5 Year Return
+219.21%
10 Year Return
+619.03%
AUM
$57.6B
AUM Growth
+$7.69B
(+15%)
Cap. Flow
-$659M
Cap. Flow
% of AUM
-1.14%
Top 10 Holdings %
Top 10 Hldgs %
40.22%
Holding
1,054
New
203
Increased
277
Reduced
472
Closed
81
Top Buys
| 1 |
Tesla
TSLA
|
$300M |
| 2 |
Amazon
AMZN
|
$166M |
| 3 |
Diamondback Energy
FANG
|
$115M |
| 4 |
Bank of America Series L
BAC.PRL
|
$81.1M |
| 5 |
BellRing Brands
BRBR
|
$67.5M |
Top Sells
| 1 |
Novartis
NVS
|
$399M |
| 2 |
NVIDIA
NVDA
|
$198M |
| 3 |
Sherwin-Williams
SHW
|
$157M |
| 4 |
Vertex Pharmaceuticals
VRTX
|
$122M |
| 5 |
Boeing
BA
|
$81.8M |
Sector Composition
| 1 | Technology | 26.59% |
| 2 | Consumer Discretionary | 15.59% |
| 3 | Communication Services | 15.37% |
| 4 | Healthcare | 13.38% |
| 5 | Financials | 10.8% |
