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
51
$1.01M 0.76%
12,500
-1,600
52
$1.01M 0.76%
+18,550
53
$993K 0.75%
29,100
-3,700
54
$988K 0.75%
+9,600
55
$986K 0.74%
14,000
-1,800
56
$983K 0.74%
8,500
-1,513
57
$976K 0.74%
19,700
-2,500
58
$971K 0.73%
10,500
-1,300
59
$957K 0.72%
43,200
+19,400
60
$955K 0.72%
4,600
-500
61
$951K 0.72%
13,800
+4,500
62
$912K 0.69%
67,841
-8,518
63
$906K 0.68%
11,400
-1,500
64
$898K 0.68%
53,700
-6,800
65
$896K 0.68%
+33,500
66
$887K 0.67%
25,300
-3,200
67
$883K 0.67%
53,200
-6,700
68
$869K 0.66%
5,100
-700
69
$865K 0.65%
12,300
-1,600
70
$853K 0.64%
+19,800
71
$849K 0.64%
28,100
+10,900
72
$826K 0.62%
+6,000
73
$810K 0.61%
63,000
-7,500
74
$809K 0.61%
8,000
-1,000
75
$782K 0.59%
26,300
-3,300
1 2
3
4 5