LM
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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
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 1,648,382 | 326,809.0 | +9.38% | 31.380 | +2.69% | 0.230 | +17.02% | +7.08% | 622,054.4 | ||
BND | Vanguard Total Bond Market ETF | 3,210,192 | 263,012.0 | +10.96% | 25.250 | +2.49% | 0.300 | +2.07% | +3.20% | 126,972.4 | ||
SPY | S&P 500 ETF TRUST ETF | 413,112 | 81,392.0 | +57.89% | 7.810 | +2.86% | 0.050 | +17.14% | +7.04% | 641,384.0 | ||
TLT | iShares 20+ Year Treasury Bond ETF | 679,577 | 79,015.0 | +17.31% | 7.590 | +1.12% | 0.440 | -0.16% | +0.36% | 47,717.0 | ||
EFA | iShares MSCI EAFE ETF | 1,073,485 | 68,832.0 | +6.49% | 6.610 | +0.40% | 0.150 | +14.59% | +19.68% | 64,151.4 | ||
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 626,970 | 68,409.0 | +60.29% | 6.570 | +2.47% | 0.080 | +2.03% | +3.17% | 127,710.7 | ||
VB | Vanguard Small Cap ETF | 461,584 | 51,066.0 | +24.11% | 4.900 | +0.95% | 0.210 | +18.12% | +1.59% | 60,849.6 | ||
IWD | iShares Russell 1000 Value ETF | 220,401 | 22,060.0 | +22.12% | 2.120 | +0.38% | 0.060 | +11.95% | +6.96% | 64,258.0 | ||
IWF | iShares Russell 1000 Growth ETF | 196,701 | 18,024.0 | +40.73% | 1.730 | +0.50% | 0.080 | +22.27% | +6.69% | 112,514.3 | ||
IWB | iShares Russell 1000 ETF | 147,432 | 16,199.0 | +3.08% | 1.560 | +0.05% | 0.120 | +17.48% | +6.92% | 41,925.2 |
LEGG MASON GLOBAL ASSET ALLOCATION, LLC's Historical Top Holdings Breakdowns
LEGG MASON GLOBAL ASSET ALLOCATION, LLC Total Holding History ($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
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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
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LEGG MASON GLOBAL ASSET ALLOCATION, LLC's Holdings Bubble Chart
LEGG MASON GLOBAL ASSET ALLOCATION, LLC News
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