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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
+0.05%
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
$533M
AUM Growth
+$313M
Cap. Flow
+$120M
Cap. Flow %
22.58%
Top 10 Hldgs %
97.74%
Holding
31
New
6
Increased
3
Reduced
2
Closed
6

Sector Composition

Rank Sector Weight
1 Financials 7.76%
2 Materials 1.75%
3 Consumer Discretionary 0.83%
4 Energy 0.17%
5 Industrials 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BKLN icon
1
Invesco Senior Loan ETF
BKLN
$6.97B
$235M 44.17%
10,137,781
+9,124,581
+901% +$211M
DBC icon
2
Invesco DB Commodity Index Tracking Fund
DBC
$1.69B
$46.2M 8.68%
3,079,575
+726,000
+31% +$10.6M
C icon
3
Citigroup
C
$222B
$24.5M 4.61%
519,431
-313,857
-38% -$14.3M
WFC icon
4
Wells Fargo
WFC
$261B
$16.8M 3.16%
+380,000
New +$18.2M
VRS
5
DELISTED
Verso Corporation
VRS
$9.32M 1.75%
+1,445,248
New +$12.2M
BABA icon
6
Alibaba
BABA
$293B
$2.65M 0.5%
+25,047
New +$2.32M
JD icon
7
JD.com
JD
$44.6B
$1.19M 0.22%
45,561
SEMG
8
DELISTED
SEMGROUP CORPORATION
SEMG
$882K 0.17%
24,938
RRR icon
9
Red Rock Resorts
RRR
$3.77B
$588K 0.11%
24,922
AAL icon
10
American Airlines Group
AAL
$10.1B
$477K 0.09%
13,003
DHS icon
11
WisdomTree US High Dividend Fund
DHS
$1.56B
$201K 0.04%
3,020
-325
-10% -$21.8K
DEM icon
12
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.9B
$19K ﹤0.01%
500
BSV icon
13
Vanguard Short-Term Bond ETF
BSV
$44.7B
$16K ﹤0.01%
+186
New +$15K
LYB icon
14
LyondellBasell Industries
LYB
$20B
$7K ﹤0.01%
82
EWJ icon
15
iShares MSCI Japan ETF
EWJ
$21.9B
$4K ﹤0.01%
+72
New +$3.5K
QUAD icon
16
Quad
QUAD
$536M
$3K ﹤0.01%
108
+2
+2% +$53
NEA icon
17
Nuveen AMT-Free Quality Municipal Income Fund
NEA
$3.37B
$1K ﹤0.01%
+10
New +$149
HYG icon
18
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
-165,719
Closed -$14M
JPM icon
19
JPMorgan Chase
JPM
$935B
-190,000
Closed -$11.8M
PFF icon
20
iShares Preferred and Income Securities ETF
PFF
$13.3B
-98,000
Closed -$3.91M
SJNK icon
21
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
-482,152
Closed -$13M
RFP
22
DELISTED
Resolute Forest Products Inc.
RFP
-44
Closed -$1K
GNAT
23
DELISTED
WISDOMTREE TR GLOBAL NATURAL RESOURCES FND (DE)
GNAT
-7,500
Closed -$96K

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Western Asset Management Company's Q3 2016 Portfolio in Review

As of Q3 2016, Western Asset Management Company held 31 positions worth $533M, up 143% from $219M the previous quarter. Its ten largest holdings account for 98% of the portfolio.

Western Asset Management Company deployed $120M of net new capital in Q3 2016, opening 6 new positions and adding to 3 existing holdings. Its largest new stake was Wells Fargo: 380,000 shares worth $16.8M.

By sector, the portfolio is most concentrated in Financials at 7.8% of assets, down from 22% a quarter earlier, followed by Materials and Consumer Discretionary.

On the sell side, the largest reduction was Citigroup, an estimated $14.3M trimmed.

  • Western Asset Management Company's largest Q3 2016 buy was Wells Fargo: 380,000 shares worth $16.8M.
  • Western Asset Management Company added most to Invesco Senior Loan ETF in Q3 2016, an estimated $211M increase.
  • Western Asset Management Company's biggest Q3 2016 reduction was Citigroup, cutting an estimated $14.3M.
  • Western Asset Management Company fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q3 2016, selling an estimated $14M.
  • Western Asset Management Company's ten largest holdings make up 98% of its $533M portfolio in Q3 2016.
  • Western Asset Management Company opened 6 new positions and closed 6 in Q3 2016.
  • Western Asset Management Company's portfolio value rose 143% quarter-over-quarter to $533M.

Based on Western Asset Management Company's 13F filing for Q3 2016, filed 14 Nov 2016.