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
$1.34M
AUM Growth
+$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.18K
2
+$664
3
+$287
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$277

Top Sells

1
+$32

Sector Composition

1 Real Estate 49.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$254K 18.93%
6,656
+31
2
$139K 10.36%
4,390
-1
3
$60K 4.47%
1,435
4
$57K 4.25%
1,029
+5
5
$53K 3.95%
1,847
+10
6
$51K 3.8%
726
7
$49K 3.65%
566
8
$47K 3.5%
662
9
$46K 3.43%
1,018
10
$44K 3.28%
1,392
11
$44K 3.28%
3,677
12
$43K 3.2%
329
13
$41K 3.06%
3,859
14
$40K 2.98%
2,997
15
$40K 2.98%
673
16
$40K 2.98%
1,990
17
$39K 2.91%
330
18
$39K 2.91%
1,783
19
$37K 2.76%
788
20
$34K 2.53%
873
21
$33K 2.46%
696
+14
22
$31K 2.31%
1,962
23
$27K 2.01%
1,429
24
$20K 1.49%
2,415
25
$15K 1.12%
485
1
2