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
$53.6B
AUM Growth
+$2.66B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
821
New
Increased
Reduced
Closed

Top Buys

1
+$86.5M
2
+$83.9M
3
+$75.3M
4
GLW icon
Corning
GLW
+$52.2M
5
UNH icon
UnitedHealth
UNH
+$42.9M

Top Sells

1
+$72.7M
2
+$64.2M
3
+$46.5M
4
KAR icon
Openlane
KAR
+$36.4M
5
T icon
AT&T
T
+$33.1M

Sector Composition

1 Technology 20.75%
2 Consumer Discretionary 17.74%
3 Financials 11.65%
4 Healthcare 11.2%
5 Communication Services 10.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$18.2M 0.03%
389,650
-202,804
202
$18.2M 0.03%
+591,884
203
$18.2M 0.03%
150,022
-5,189
204
$18.2M 0.03%
477,025
-3,991
205
$18M 0.03%
200,819
-12,105
206
$17.3M 0.03%
599,513
+68,737
207
$17.3M 0.03%
383,487
-23,168
208
$17.2M 0.03%
183,333
-11,017
209
$17.1M 0.03%
157,035
-12,000
210
$17.1M 0.03%
439,690
+13,243
211
$16.8M 0.03%
233,501
-19,122
212
$16.7M 0.03%
429,979
-151,725
213
$16.7M 0.03%
11,899
+189
214
$16.6M 0.03%
226,425
-5,462
215
$16.5M 0.03%
51,424
-17,992
216
$16.4M 0.03%
424,201
+156,951
217
$16.4M 0.03%
388,213
-65,066
218
$16.3M 0.03%
181,569
-5,635
219
$16.3M 0.03%
127,873
-14,673
220
$16.3M 0.03%
138,711
+45,480
221
$16.2M 0.03%
+336,042
222
$16.2M 0.03%
132,740
-6,902
223
$16.2M 0.03%
167,858
-84,267
224
$16.1M 0.03%
336,650
-98,532
225
$16.1M 0.03%
26,700
+2,023
7 8
9
10 11