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
951
$2K ﹤0.01%
154
-295
952
$2K ﹤0.01%
+11
953
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23
-82
954
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+190
955
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44
-194
956
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+89
957
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+72
958
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+37
959
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+61
960
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58
961
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+23
962
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82
963
$2K ﹤0.01%
41
964
$2K ﹤0.01%
78
965
$2K ﹤0.01%
+81
966
$2K ﹤0.01%
33
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967
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+8
968
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969
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+22
970
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142
971
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186
+9
972
$2K ﹤0.01%
+48
973
$2K ﹤0.01%
+86
974
$2K ﹤0.01%
124
975
$2K ﹤0.01%
40
37 38
39
40 41