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
126
$371K 0.28%
9,600
-1,200
127
$55K 0.04%
+1,200
128
– –
-7,500
129
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-110,600
130
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-59,500
131
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-5,600
132
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-6,800
133
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-96,400
134
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-40,000
135
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-10,200
136
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-22,100
137
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-15,200
138
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-15,000
139
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-30,000
140
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-18,800
141
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-3,300
142
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143
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-10,700
144
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-33,300
145
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-15,500
146
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-3,800
147
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-29,400
148
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-17,400
2 3 4 5
6