LMGAM

Liberty Mutual Group Asset Management Portfolio holdings

AUM $461M
1-Year Est. Return 10.94%
This Quarter Est. Return
1 Year Est. Return
+10.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$660M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$147M
2 +$140M
3 +$86.6M
4
QXO
QXO Inc
QXO
+$64.7M
5
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$37.1M

Top Sells

1 +$297M
2 +$49.4M
3 +$44.3M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$18M
5
WELL icon
Welltower
WELL
+$4.52M

Sector Composition

1 Real Estate 21.24%
2 Industrials 9.93%
3 Utilities 1.41%
4 Technology 0.5%
5 Energy 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-14,112,500
52
-60,087
53
-160,153
54
-24,746
55
-430,500
56
-88,517
57
-3,817
58
-38,307
59
-50,000