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WAMC

Western Asset Management Company Portfolio holdings

AUM $45.2M
1-Year Est. Return 6.96%
This Fund
S&P 500
This Quarter Est. Return
+3.81%
1 Year Est. Return
-6.96%
3 Year Est. Return
-2.29%
5 Year Est. Return
+290.68%
10 Year Est. Return
+925.58%
AUM
$219M
AUM Growth
+$72M
Cap. Flow
-$14.2M
Cap. Flow %
-6.47%
Top 10 Hldgs %
98%
Holding
77
New
3
Increased
2
Reduced
3
Closed
55

Sector Composition

Rank Sector Weight
1 Financials 21.5%
2 Consumer Discretionary 0.69%
3 Energy 0.37%
4 Industrials 0.17%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DBC icon
1
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
$36.1M 16.48%
2,353,575
+407,575
+21% +$5.9M
C icon
2
Citigroup
C
$222B
$35.3M 16.12%
833,288
-316,000
-27% -$14M
BKLN icon
3
Invesco Senior Loan ETF
BKLN
$6.97B
$23.3M 10.62%
1,013,200
+1,000,000
+7,576% +$22.9M
HYG icon
4
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$14M 6.4%
165,719
-29,222
-15% -$2.43M
SJNK icon
5
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$13M 5.94%
+482,152
New +$12.8M
JPM icon
6
JPMorgan Chase
JPM
$933B
$11.8M 5.39%
190,000
-130,000
-41% -$8.12M
PFF icon
7
iShares Preferred and Income Securities ETF
PFF
$13.3B
$3.91M 1.78%
98,000
JD icon
8
JD.com
JD
$43.6B
$968K 0.44%
+45,561
New +$1.1M
SEMG
9
DELISTED
SEMGROUP CORPORATION
SEMG
$812K 0.37%
24,938
RRR icon
10
Red Rock Resorts
RRR
$3.8B
$548K 0.25%
+24,922
New +$508K
AAL icon
11
American Airlines Group
AAL
$10.2B
$369K 0.17%
13,003
DHS icon
12
WisdomTree US High Dividend Fund
DHS
$1.56B
$224K 0.1%
3,345
GNAT
13
DELISTED
WISDOMTREE TR GLOBAL NATURAL RESOURCES FND (DE)
GNAT
$96K 0.04%
7,500
DEM icon
14
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
$18K 0.01%
500
LYB icon
15
LyondellBasell Industries
LYB
$19.5B
$7K ﹤0.01%
82
QUAD icon
16
Quad
QUAD
$509M
$3K ﹤0.01%
106
RFP
17
DELISTED
Resolute Forest Products Inc.
RFP
$1K ﹤0.01%
44
AAPL icon
18
Apple
AAPL
$4.9T
-72
Closed -$2K
ADP icon
19
Automatic Data Processing
ADP
$105B
-28
Closed -$3K
AMT icon
20
American Tower
AMT
$81.3B
-26
Closed -$3K
BAC icon
21
Bank of America
BAC
$433B
-300
Closed -$5K
BNY
22
Bank of New York Mellon
BNY
$106B
-66
Closed -$3K
BUD icon
23
AB InBev
BUD
$166B
-9
Closed -$2K
CHRW icon
24
C.H. Robinson
CHRW
$17.3B
-15
Closed -$2K
CMCSA icon
25
Comcast
CMCSA
$84B
-78
Closed -$3K

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Western Asset Management Company's Q2 2016 Portfolio in Review

As of Q2 2016, Western Asset Management Company held 77 positions worth $219M, up 49% from $147M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Western Asset Management Company withdrew a net $14.2M in Q2 2016, closing 55 positions and reducing 3 holdings. Its most notable exit was HERCULES OFFSHORE INC COM STK, an estimated $3.82M position sold in full.

By sector, the portfolio is most concentrated in Financials at 22% of assets, down from 46% a quarter earlier, followed by Consumer Discretionary and Energy.

Against the trend, Western Asset Management Company opened a new position in State Street SPDR Bloomberg Short Term High Yield Bond ETF worth $13M.

  • Western Asset Management Company's largest Q2 2016 buy was State Street SPDR Bloomberg Short Term High Yield Bond ETF: 482,152 shares worth $13M.
  • Western Asset Management Company added most to Invesco Senior Loan ETF in Q2 2016, an estimated $22.9M increase.
  • Western Asset Management Company's biggest Q2 2016 reduction was Citigroup, cutting an estimated $14M.
  • Western Asset Management Company fully exited HERCULES OFFSHORE INC COM STK in Q2 2016, selling an estimated $3.82M.
  • Western Asset Management Company's ten largest holdings make up 98% of its $219M portfolio in Q2 2016.
  • Western Asset Management Company opened 3 new positions and closed 55 in Q2 2016.
  • Western Asset Management Company's portfolio value rose 49% quarter-over-quarter to $219M.

Based on Western Asset Management Company's 13F filing for Q2 2016, filed 15 Aug 2016.