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Clearbridge Appreciation Fund Class I (SAPYX)

US Funds

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35.65 +0.28 +0.79%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 997.09M

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SAPYX Holdings

Comprehensive information about top holdings and Key Holding Information for the ClearBridge Appreciation I (SAPYX) fund. Our ClearBridge Appreciation I 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	2.09	2.14	0.05
Shares	97.91	97.91	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.71	19.98
Price to Book	4.42	3.86
Price to Sales	3.46	2.55
Price to Cash Flow	16.02	13.63
Dividend Yield	1.38	1.58
5 Years Earnings Growth	9.08	10.90

Sector Allocation

Name	Net %	Category Average
Technology	26.51	27.80
Financial Services	17.35	15.00
Communication Services	10.72	8.44
Industrials	9.31	9.63
Healthcare	8.94	12.61
Consumer Cyclical	8.08	10.32
Consumer Defensive	7.64	6.35
Basic Materials	4.60	2.38
Energy	3.95	3.89
Real Estate	1.45	2.33
Utilities	1.45	2.78

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 67

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	7.88	470.38	+0.58%
Apple	US0378331005	4.76	203.92	+1.64%
NVIDIA	US67066G1040	3.96	141.72	+1.24%
Amazon.com	US0231351067	3.82	213.57	+2.72%
Berkshire Hathaway A	US0846701086	3.59	740,396	+1.02%
Meta Platforms	US30303M1027	3.34	697.71	+1.91%
Visa A	US92826C8394	3.17	370.22	+0.94%
JPMorgan	US46625H1005	3.11	265.73	+1.44%
Walmart	US9311421039	2.67	97.47	-0.50%
Broadcom	US11135F1012	2.44	246.93	-5.00%

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
ClearBridge Appreciation A	7.46B	-3.23	11.50	11.21
ClearBridge Dividend Strategy A	5.4B	-0.15	9.37	10.46
ClearBridge Large Cap Growth I	4.22B	-7.20	14.79	13.16
ClearBridge Aggressive Growth A	3.99B	-3.98	6.14	4.98
ClearBridge Large Cap Growth A	3.91B	-7.28	14.45	12.83

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