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
$52B
AUM Growth
-$1.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
764
New
Increased
Reduced
Closed

Top Buys

1
+$104M
2
+$86.4M
3
+$77.7M
4
IQV icon
IQVIA
IQV
+$60.2M
5
CWST icon
Casella Waste Systems
CWST
+$31.5M

Top Sells

1
+$152M
2
+$97.3M
3
+$89.6M
4
PODD icon
Insulet
PODD
+$61.1M
5
WMGI
Wright Medical Group Inc
WMGI
+$53.7M

Sector Composition

1 Technology 21.2%
2 Consumer Discretionary 17.52%
3 Financials 11.75%
4 Communication Services 11.63%
5 Healthcare 11.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19.9M 0.04%
58,562
-23
202
$19.8M 0.04%
+727,617
203
$19.7M 0.04%
584,372
+66,237
204
$19.5M 0.04%
216,434
+59,399
205
$19.3M 0.04%
662,040
-499,900
206
$19.2M 0.04%
1,003,829
-130,413
207
$19.1M 0.04%
363,661
+73,600
208
$19.1M 0.04%
713,135
+395,215
209
$19.1M 0.04%
118,565
+23,997
210
$18.7M 0.04%
480,766
+97,279
211
$18.3M 0.04%
185,624
+52,884
212
$18.2M 0.04%
+881,852
213
$18.2M 0.04%
55,548
+4,124
214
$18.1M 0.03%
633,402
-79,714
215
$18M 0.03%
301,670
+72,838
216
$17.8M 0.03%
221,783
+25,194
217
$17.7M 0.03%
844,083
+95,807
218
$17.7M 0.03%
120,991
+24,479
219
$17.7M 0.03%
383,721
+77,665
220
$17.7M 0.03%
455,862
-21,163
221
$17.6M 0.03%
225,462
+45,615
222
$17.6M 0.03%
77,130
+27,047
223
$17.5M 0.03%
232,848
-653
224
$17.3M 0.03%
278,139
+73,995
225
$16.9M 0.03%
387,140
-1,073
7 8
9
10 11