LMAM

Legg Mason Asset Management Portfolio holdings

AUM $90.5M
1-Year Est. Return 28.21%
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$9.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.2M
3
+$1.01M
4
CI icon
Cigna
CI
+$988K
5
X
US Steel
X
+$896K

Top Sells

1
+$2.31M
2
+$2.21M
3
+$1.98M
4
META icon
Meta Platforms (Facebook)
META
+$1.75M
5
SMG icon
ScottsMiracle-Gro
SMG
+$1.65M

Sector Composition

1 Technology 18.25%
2 Financials 15.29%
3 Healthcare 14.83%
4 Consumer Discretionary 12.95%
5 Industrials 12.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 1.02%
23,100
-2,800
27
$1.35M 1.02%
31,800
-4,000
28
$1.34M 1.01%
27,100
-3,500
29
$1.33M 1%
17,400
-2,100
30
$1.31M 0.99%
26,600
-3,300
31
$1.28M 0.97%
18,420
+10,740
32
$1.2M 0.91%
+14,200
33
$1.2M 0.91%
26,600
-3,200
34
$1.2M 0.9%
10,700
-1,300
35
$1.19M 0.9%
16,600
+6,200
36
$1.17M 0.89%
16,600
-2,100
37
$1.17M 0.88%
19,500
-2,500
38
$1.15M 0.87%
24,500
+6,900
39
$1.15M 0.87%
21,500
-2,800
40
$1.11M 0.84%
15,700
-2,000
41
$1.11M 0.84%
15,500
-1,900
42
$1.1M 0.83%
25,100
+12,100
43
$1.1M 0.83%
18,050
-2,300
44
$1.09M 0.82%
13,400
-1,600
45
$1.08M 0.82%
15,050
-1,900
46
$1.08M 0.82%
19,200
-2,400
47
$1.08M 0.81%
14,800
+6,900
48
$1.06M 0.8%
31,000
-3,800
49
$1.05M 0.8%
11,450
-1,437
50
$1.05M 0.79%
63,400
-7,900
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2
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