LM

Legg Mason Portfolio holdings

AUM $127M
1-Year Est. Return 6.76%
This Quarter Est. Return
1 Year Est. Return
-6.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.19M
AUM Growth
-$499K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$65.4K
2
+$48K
3
+$45K
4
SRC
SPIRIT REALTY CAPITAL, INC.
SRC
+$38K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$33.2K

Sector Composition

1 Real Estate 51.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22K 1.85%
485
27
$11K 0.93%
5,293
28
$9K 0.76%
3,606
29
$9K 0.76%
1,215
-1,549
30
$4K 0.34%
464
31
– –
-4,241
32
– –
-929
33
– –
-3,498
1
2