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Clearbridge Appreciation Fund Class A (SHAPX)

US Funds

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31.94 -0.70 -2.14%

16/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 6.8B

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SHAPX Holdings

Comprehensive information about top holdings and Key Holding Information for the ClearBridge Appreciation A (SHAPX) fund. Our ClearBridge Appreciation A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	2.22	2.23	0.01
Shares	97.77	97.77	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	23.69	20.51
Price to Book	4.55	3.98
Price to Sales	3.61	2.63
Price to Cash Flow	17.37	14.17
Dividend Yield	1.40	1.54
5 Years Earnings Growth	9.47	11.13

Sector Allocation

Name	Net %	Category Average
Technology	26.78	28.27
Financial Services	18.21	14.88
Communication Services	9.96	8.59
Healthcare	9.93	12.32
Consumer Cyclical	8.46	10.53
Industrials	8.37	9.54
Consumer Defensive	7.19	6.13
Energy	4.30	3.83
Basic Materials	4.28	2.34
Utilities	1.39	2.71
Real Estate	1.15	2.29

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 65

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	7.48	367.78	-1.03%
Apple	US0378331005	5.69	196.98	+1.39%
Amazon.com	US0231351067	4.26	172.61	-0.99%
NVIDIA	US67066G1040	3.70	101.49	-2.87%
Berkshire Hathaway A	US0846701086	3.29	778,833	+0.59%
Visa A	US92826C8394	3.26	329.67	-0.50%
JPMorgan	US46625H1005	3.18	231.96	+1.02%
Walmart	US9311421039	3.07	93.22	+2.23%
Meta Platforms	US30303M1027	3.00	501.63	-0.14%
Eli Lilly	US5324571083	2.51	839.90	+14.29%

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
ClearBridge Dividend Strategy A	5.11B	1.13	7.71	10.66
ClearBridge Large Cap Growth I	3.73B	-7.51	9.35	13.27
ClearBridge Large Cap Growth A	3.42B	-7.57	9.02	12.94
ClearBridge Aggressive Growth A	3.46B	-7.73	1.45	4.64
ClearBridge Value A	3B	-0.84	8.18	9.55

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