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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.78 | 2.78 | 0.00 |
Shares | 97.22 | 97.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 24.58 | 20.37 |
Price to Book | 4.65 | 3.89 |
Price to Sales | 3.83 | 2.59 |
Price to Cash Flow | 16.81 | 13.71 |
Dividend Yield | 1.35 | 1.57 |
5 Years Earnings Growth | 9.18 | 10.66 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.24 | 28.23 |
Financial Services | 17.01 | 14.99 |
Communication Services | 11.70 | 8.57 |
Industrials | 10.65 | 9.84 |
Consumer Cyclical | 7.80 | 10.35 |
Consumer Defensive | 7.12 | 6.30 |
Healthcare | 6.36 | 12.11 |
Basic Materials | 4.73 | 2.38 |
Energy | 3.69 | 3.74 |
Utilities | 1.38 | 2.69 |
Real Estate | 1.32 | 2.30 |
Number of long holdings: 65
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.70 | 510.42 | +0.07% | |
NVIDIA | US67066G1040 | 5.04 | 172.80 | +0.23% | |
Apple | US0378331005 | 4.27 | 213.29 | +1.00% | |
Meta Platforms | US30303M1027 | 3.74 | 713.25 | +1.27% | |
Amazon.com | US0231351067 | 3.57 | 227.97 | +0.81% | |
Berkshire Hathaway A | US0846701086 | 3.22 | 713,705 | +0.38% | |
JPMorgan | US46625H1005 | 3.18 | 293.84 | +0.88% | |
Visa A | US92826C8394 | 3.17 | 353.27 | +1.21% | |
Broadcom | US11135F1012 | 2.96 | 289.73 | +2.26% | |
Walmart | US9311421039 | 2.56 | 96.49 | +1.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Dividend Strategy A | 5.49B | 5.34 | 13.42 | 11.37 | ||
ClearBridge Large Cap Growth I | 4.35B | 5.84 | 24.76 | 14.59 | ||
ClearBridge Aggressive Growth A | 4.08B | 9.51 | 15.35 | 6.46 | ||
ClearBridge Large Cap Growth A | 4.03B | 5.71 | 24.40 | 14.26 | ||
ClearBridge Value A | 3.28B | 2.93 | 15.63 | 9.92 |
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