LM
Legg Mason Portfolio holdings
AUM
$127M
This Quarter Return
+3.3%
1 Year Return
-6.76%
3 Year Return
+1.64%
5 Year Return
+123.22%
10 Year Return
–
AUM
$1.1M
AUM Growth
+$1.1M
(+16%)
Cap. Flow
+$120K
Cap. Flow
% of AUM
10.92%
Top 10 Holdings %
Top 10 Hldgs %
95.01%
Holding
14
New
5
Increased
2
Reduced
6
Closed
–
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$40.5K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$15.2K |
| 3 |
iShares Russell Mid-Cap Value ETF
IWS
|
$7.42K |
| 4 |
SPDR S&P Emerging Markets Small Cap ETF
EWX
|
$7.3K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$3.27K |
