LM
| |
LEGG MASON GLOBAL ASSET ALLOCATION, LLC13F | |
| LEGG MASON GLOBAL ASSET ALLOCATION, LLC | |
| Last update 2014-11-14 | 31 Stocks (0 new) |
| Value $1.04 Bil | Turnover 14 % |
LEGG MASON GLOBAL ASSET ALLOCA... Top Holdings of 2014-09-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 1,648,382 | 326,809.0 | +9.38% | 31.380 | +2.69% | 0.230 | +19.02% | +7.22% | 631,078.0 | ||
BND | Vanguard Total Bond Market ETF | 3,210,192 | 263,012.0 | +10.96% | 25.250 | +2.49% | 0.300 | +1.06% | +3.08% | 127,251.0 | ||
SPY | S&P 500 ETF TRUST ETF | 413,112 | 81,392.0 | +57.89% | 7.810 | +2.86% | 0.050 | +18.93% | +7.14% | 639,845.5 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 679,577 | 79,015.0 | +17.31% | 7.590 | +1.12% | 0.440 | -1.66% | -0.41% | 47,042.8 | ||
EFA | iShares MSCI EAFE ETF | 1,073,485 | 68,832.0 | +6.49% | 6.610 | +0.40% | 0.150 | +10.86% | +18.91% | 63,740.3 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 626,970 | 68,409.0 | +60.29% | 6.570 | +2.47% | 0.080 | +1.00% | +3.00% | 127,692.5 | ||
VB | Vanguard Small Cap ETF | 461,584 | 51,066.0 | +24.11% | 4.900 | +0.95% | 0.210 | +17.37% | +1.53% | 61,076.5 | ||
IWD | iShares Russell 1000 Value ETF | 220,401 | 22,060.0 | +22.12% | 2.120 | +0.38% | 0.060 | +10.98% | +6.15% | 62,304.2 | ||
IWF | iShares Russell 1000 Growth ETF | 196,701 | 18,024.0 | +40.73% | 1.730 | +0.50% | 0.080 | +26.40% | +7.64% | 113,021.4 | ||
IWB | iShares Russell 1000 ETF | 147,432 | 16,199.0 | +3.08% | 1.560 | +0.05% | 0.120 | +19.05% | +7.04% | 41,370.4 |
LEGG MASON GLOBAL ASSET ALLOCATION, LLC's Historical Top Holdings Breakdowns
LEGG MASON GLOBAL ASSET ALLOCATION, LLC Total Holding History ($B)
LEGG MASON GLOBAL ASSET ALLOCATION, LLC's Asset Allocation
LEGG MASON GLOBAL ASSET ALLOCATION, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
LEGG MASON GLOBAL ASSET ALLOCATION, LLC's Hypothetical Growth since 2014-09-30
LEGG MASON GLOBAL ASSET ALLOCATION, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LEGG MASON GLOBAL ASSET ALLOCATION, LLC's Holdings Heat Map
Size field:
LEGG MASON GLOBAL ASSET ALLOCATION, LLC's Holdings Bubble Chart
LEGG MASON GLOBAL ASSET ALLOCATION, LLC News
- 1
Discussions on LEGG MASON GLOBAL ASSET ALLOCATION, LLC
No discussions yet.
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers