LM
Legg Mason Portfolio holdings
AUM $127M
1-Year Return
6.76%
This Quarter Return
+12.44%
1 Year Return
-6.76%
3 Year Return
+1.64%
5 Year Return
+123.22%
10 Year Return
–
AUM
$127M
AUM Growth
+$126M
(+13,105%)
Cap. Flow
+$126M
Cap. Flow
% of AUM
99.19%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
27
New
1
Increased
3
Reduced
3
Closed
20
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$126M |
| 2 |
SPDR S&P Global Natural Resources ETF
GNR
|
+$7.79K |
| 3 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$3.92K |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
+$618 |
Top Sells
| 1 |
Digital Realty Trust
DLR
|
+$46K |
| 2 |
DEA
Easterly Government Properties
DEA
|
+$42K |
| 3 |
LSI
Life Storage, Inc.
LSI
|
+$42K |
| 4 |
Omega Healthcare
OHI
|
+$39K |
| 5 |
LXP Industrial Trust
LXP
|
+$39K |
Sector Composition
| 1 | Real Estate | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Kimco Realty
KIM
$15B
| – | – |
-1,990
| Closed | -$20K |
|
|
27
LXP Industrial Trust
LXP
$2.72B
| – | – |
-3,859
| Closed | -$39K |
|