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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 | 20.17 |
Price to Book | 4.65 | 3.87 |
Price to Sales | 3.83 | 2.57 |
Price to Cash Flow | 16.81 | 13.63 |
Dividend Yield | 1.35 | 1.58 |
5 Years Earnings Growth | 9.18 | 10.75 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.24 | 28.02 |
Financial Services | 17.01 | 14.98 |
Communication Services | 11.70 | 8.50 |
Industrials | 10.65 | 9.77 |
Consumer Cyclical | 7.80 | 10.35 |
Consumer Defensive | 7.12 | 6.35 |
Healthcare | 6.36 | 12.33 |
Basic Materials | 4.73 | 2.39 |
Energy | 3.69 | 3.79 |
Utilities | 1.38 | 2.70 |
Real Estate | 1.32 | 2.31 |
Number of long holdings: 65
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.70 | 497.41 | +0.30% | |
NVIDIA | US67066G1040 | 5.04 | 157.99 | +0.15% | |
Apple | US0378331005 | 4.27 | 205.17 | +2.03% | |
Meta Platforms | US30303M1027 | 3.74 | 738.09 | +0.61% | |
Amazon.com | US0231351067 | 3.57 | 219.39 | -1.75% | |
Berkshire Hathaway A | US0846701086 | 3.22 | 728,800 | -0.29% | |
JPMorgan | US46625H1005 | 3.18 | 289.87 | +0.96% | |
Visa A | US92826C8394 | 3.17 | 355.05 | +1.85% | |
Broadcom | US11135F1012 | 2.96 | 275.65 | +2.34% | |
Walmart | US9311421039 | 2.56 | 97.78 | +0.52% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Dividend Strategy A | 5.46B | 2.89 | 9.67 | 10.77 | ||
ClearBridge Large Cap Growth I | 4.27B | 0.29 | 19.43 | 13.85 | ||
ClearBridge Aggressive Growth A | 4.03B | 3.92 | 10.00 | 5.60 | ||
ClearBridge Large Cap Growth A | 3.99B | 0.18 | 19.08 | 13.52 | ||
ClearBridge Value A | 3.27B | -1.89 | 9.58 | 9.13 |
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