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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
$62B
AUM Growth
+$4.39B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,102
New
Increased
Reduced
Closed

Top Buys

1
+$218M
2
+$155M
3
+$80.7M
4
DIS icon
Walt Disney
DIS
+$74.2M
5
AZEK
The AZEK Co
AZEK
+$56.4M

Top Sells

1
+$819M
2
+$338M
3
+$131M
4
AMZN icon
Amazon
AMZN
+$106M
5
CRM icon
Salesforce
CRM
+$93.2M

Sector Composition

1 Technology 27.29%
2 Communication Services 16.35%
3 Consumer Discretionary 16.22%
4 Healthcare 12.62%
5 Financials 10.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-292,056
1027
– –
-1,021
1028
– –
-243
1029
– –
-1,204
1030
– –
-1,401
1031
– –
-42
1032
– –
-40
1033
– –
-5,600
1034
– –
-145
1035
– –
-74
1036
– –
-845
1037
– –
-1,018
1038
– –
-147
1039
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-684
1040
– –
-70,656
1041
$0 ﹤0.01%
14
1042
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-71
1043
$0 ﹤0.01%
47
1044
– –
-228
1045
– –
-2,379
1046
$0 ﹤0.01%
3
1047
– –
-363
1048
– –
-99
1049
$0 ﹤0.01%
50,665
-33,418
1050
– –
-1,190
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