LMP CAPITAL & INCOME FUND INC. (SCD)
The LMP Capital and Income Fund Inc. operates as a closed-end balanced mutual fund, primarily overseen by Legg Mason Partners Fund Advisor, LLC. Additional management responsibilities are shared with Clearbridge Investments, LLC, Western Asset Management Company Limited, and Western Asset Management Company. Its investment mandate extends globally, encompassing both public equity and fixed-income securities from businesses spanning various sectors. Key holdings include shares of large-capitalization firms, corporate bonds and notes of intermediate maturity with a minimum A- rating, both energy and non-energy master limited partnerships (MLPs), and real estate investment trusts (REITs). Portfolio construction is heavily influenced by a rigorous analysis of economic, market, and political landscapes, as well as fiscal and monetary policies, alongside thorough security valuation. Its performance is measured against two standard benchmarks: the U.S. Aggregate Index and the S&P 500 Index. Established in the United States on November 12, 2003, it was previously recognized as the Salomon Brothers Capital and Income Fund Inc.
Industry: Asset Management - Income
LMP Capital and Income Fund Inc.
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
based on 22.91M shares outstanding
The LMP Capital and Income Fund Inc. operates as a closed-end balanced mutual fund, primarily overseen by Legg Mason Partners Fund Advisor, LLC. Additional management responsibilities are shared with Clearbridge Investments, LLC, Western Asset Management Company Limited, and Western Asset Management Company.
Its investment mandate extends globally, encompassing both public equity and fixed-income securities from businesses spanning various sectors. Key holdings include shares of large-capitalization firms, corporate bonds and notes of intermediate maturity with a minimum A- rating, both energy and non-energy master limited partnerships (MLPs), and real estate investment trusts (REITs). Portfolio construction is heavily influenced by a rigorous analysis of economic, market, and political landscapes, as well as fiscal and monetary policies, alongside thorough security valuation.
Its performance is measured against two standard benchmarks: the U.S. Aggregate Index and the S&P 500 Index. Established in the United States on November 12, 2003, it was previously recognized as the Salomon Brothers Capital and Income Fund Inc.
Leadership
Anthony Grillo
Director
Carol L. Colman
Director
Christopher Berarducci
Treasurer and Principal Financial Officer
Fred Jensen
Chief Compliance Officer
Employees
--
Country
US
Sector
Financial Services
Website
leggmason.com
| Insider | Title | Type | Shares | Value | Date |
|---|---|---|---|---|---|
| Director | Purchase | 2.6K | $40.2K | Jul 14, 2025 | |
| Director | Purchase | 700 | $11.0K | May 27, 2025 |
| Name | Shares | % | Source |
|---|---|---|---|
SIT INVESTMENT ASSOCIATES INC | 2.6M | 11.5% | 13F |
Sit Investment Associates, Inc. · also on 13F· joint filing· may incl. warrants· filed Oct 2026 | 1.9M | 8.2% | 13G |
RAYMOND JAMES FINANCIAL INC | 1.3M | 5.5% | 13F |
Z3 Capital Partners, LLC | 425.7K | 1.9% | 13F |
MORGAN STANLEY | 411.8K | 1.8% | 13F |
Penserra Capital Management LLC | 400.7K | 1.7% | 13F |
WELLS FARGO & COMPANY/MN | 327.4K | 1.4% | 13F |
Shaker Financial Services, LLC | 288.3K | 1.3% | 13F |
Allspring Global Investments Holdings, LLC | 234.4K | 1.0% | 13F |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 186.8K | 0.8% | 13F |
Insiders
- Mason Peter Daniel CharlesDirector
- GRILLO ANTHONYDirector
Top institutional holders
- SIT INVESTMENT ASSOCIATES INC
- RAYMOND JAMES FINANCIAL INC
- Z3 Capital Partners, LLC
- MORGAN STANLEY
- Penserra Capital Management LLC
- WELLS FARGO & COMPANY/MN
- Shaker Financial Services, LLC
- Allspring Global Investments Holdings, LLC
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
- Steward Partners Investment Advisory, LLC
based on 22.91M shares outstanding
30d Avg
66.07K
60d Avg
67.91K
90d Avg
69.23K