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
$1.31M
AUM Growth
-$19K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$42.4K
2
+$603

Top Sells

1
+$33.8K
2
+$7.67K
3
+$7.21K
4
GNR icon
SPDR S&P Global Natural Resources ETF
GNR
+$4.75K

Sector Composition

1 Real Estate 51.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$234K 17.81%
6,774
-979
2
$131K 9.97%
4,424
+1,432
3
$57K 4.34%
1,040
+11
4
$55K 4.19%
726
5
$53K 4.03%
1,435
6
$53K 4.03%
1,866
-254
7
$46K 3.5%
566
8
$46K 3.5%
1,018
9
$44K 3.35%
3,677
10
$43K 3.27%
1,392
11
$42K 3.2%
662
12
$39K 2.97%
330
13
$39K 2.97%
329
14
$38K 2.89%
1,783
15
$37K 2.82%
1,990
16
$37K 2.82%
3,859
17
$37K 2.82%
788
18
$36K 2.74%
2,997
19
$33K 2.51%
701
-101
20
$33K 2.51%
1,310
21
$32K 2.44%
885
-212
22
$31K 2.36%
673
23
$30K 2.28%
1,429
24
$29K 2.21%
1,962
25
$20K 1.52%
2,415
1
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