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
$1.33M
AUM Growth
+$146K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$7.74K
2
+$1.3K
3
+$272
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$190

Top Sells

1
+$9K
2
+$57
3
+$36

Sector Composition

1 Real Estate 51.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$258K 19.35%
7,753
+39
2
$88K 6.6%
2,992
+263
3
$60K 4.5%
2,120
-2
4
$56K 4.2%
726
5
$56K 4.2%
1,029
+5
6
$55K 4.13%
1,435
7
$47K 3.53%
566
8
$43K 3.23%
662
9
$43K 3.23%
1,018
10
$42K 3.15%
1,392
11
$40K 3%
330
12
$40K 3%
1,097
-1
13
$40K 3%
1,783
14
$40K 3%
3,677
15
$38K 2.85%
802
+4
16
$38K 2.85%
788
17
$37K 2.78%
1,990
18
$36K 2.7%
329
19
$35K 2.63%
3,859
20
$35K 2.63%
1,310
21
$34K 2.55%
2,997
22
$32K 2.4%
1,962
23
$31K 2.33%
673
24
$31K 2.33%
1,429
25
$29K 2.18%
2,415
1
2