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LM

Legg Mason Portfolio holdings

AUM $127M
1-Year Est. Return 6.76%
This Fund
S&P 500
This Quarter Est. Return
-5.32%
1 Year Est. Return
-6.76%
3 Year Est. Return
+1.6%
5 Year Est. Return
+123.13%
10 Year Est. Return
–
AUM
$12.7M
AUM Growth
–
Cap. Flow
+$12.7M
Cap. Flow %
99.99%
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

1
B
Barrick Mining
B
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Materials 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
B
1
Barrick Mining
B
$58.4B
$12.7M 100%
+722,000
New +$12.7M

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Legg Mason's Q4 2013 Portfolio in Review

Q4 2013 is the first quarter with a 13F filing on record for Legg Mason, which disclosed 1 position worth $12.7M. Its ten largest holdings account for 100% of the portfolio.

Its largest position is Barrick Mining: 722,000 shares worth $12.7M.

By sector, the portfolio is most concentrated in Materials at 100% of assets.

  • Legg Mason's largest Q4 2013 buy was Barrick Mining: 722,000 shares worth $12.7M.
  • Legg Mason's ten largest holdings make up 100% of its $12.7M portfolio in Q4 2013.
  • Legg Mason disclosed 1 position in Q4 2013, its first 13F filing on record.

Based on Legg Mason's 13F filing for Q4 2013, filed 14 Feb 2014.