LMAM

Legg Mason Asset Management Portfolio holdings

AUM $90.5M
1-Year Est. Return 28.21%
This Fund
S&P 500
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
+$1.36M
2
+$1.12M
3
+$1.11M
4
MRK icon
Merck
MRK
+$1.03M
5
CI icon
Cigna
CI
+$946K

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 17.75%
2 Financials 15.29%
3 Healthcare 14.83%
4 Consumer Discretionary 12.95%
5 Industrials 12.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$371K 0.28%
9,600
-1,200
127
$55K 0.04%
+1,200
128
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-5,600
129
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130
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131
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-17,400
132
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133
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134
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135
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-7,500
136
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138
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140
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141
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143
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147
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-10,700
148
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-33,300
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6