LM
Legg Mason Portfolio holdings
AUM
$127M
This Quarter Return
+0.75%
1 Year Return
-6.76%
3 Year Return
+1.64%
5 Year Return
+123.22%
10 Year Return
–
AUM
$10.5M
AUM Growth
+$10.5M
(-12%)
Cap. Flow
-$1.51M
Cap. Flow
% of AUM
-14.34%
Top 10 Holdings %
Top 10 Hldgs %
98.88%
Holding
24
New
22
Increased
–
Reduced
–
Closed
1
Top Buys
| 1 |
Newmont
NEM
|
$9.72M |
| 2 |
iShares Russell 2000 Value ETF
IWN
|
$80K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$78K |
| 4 |
iShares Russell Mid-Cap Value ETF
IWS
|
$78K |
| 5 |
SPDR S&P Emerging Markets Small Cap ETF
EWX
|
$78K |
Top Sells
| 1 |
B
Barrick Mining Corporation
B
|
$12M |
Sector Composition
| 1 | Materials | 92.56% |
| 2 | Consumer Discretionary | 0.64% |
| 3 | Financials | 0.1% |
| 4 | Technology | 0.07% |
