LM
Legg Mason Portfolio holdings
AUM
$127M
This Quarter Return
+0.7%
1 Year Return
-6.76%
3 Year Return
+1.64%
5 Year Return
+123.22%
10 Year Return
–
AUM
$1.69M
AUM Growth
+$857K
(+103%)
Cap. Flow
+$833K
Cap. Flow
% of AUM
49.38%
Top 10 Holdings %
Top 10 Hldgs %
54.86%
Holding
33
New
27
Increased
–
Reduced
6
Closed
–
Top Buys
| 1 |
EPR Properties
EPR
|
$50K |
| 2 |
Ryman Hospitality Properties
RHP
|
$49K |
| 3 |
Omega Healthcare
OHI
|
$48K |
| 4 |
RPT
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
|
$48K |
| 5 |
SITE Centers
SITC
|
$45K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$62.9K |
| 2 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$16.9K |
| 3 |
iShares Core International Aggregate Bond Fund
IAGG
|
$14.9K |
| 4 |
SPDR Portfolio TIPS ETF
SPIP
|
$14.9K |
| 5 |
SPDR S&P Global Natural Resources ETF
GNR
|
$10.3K |
Sector Composition
| 1 | Real Estate | 50% |