
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.92 | 2.92 | 0.00 |
Shares | 97.08 | 97.08 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.64 | 15.66 |
Price to Book | 2.55 | 2.48 |
Price to Sales | 1.61 | 1.69 |
Price to Cash Flow | 11.29 | 10.48 |
Dividend Yield | 2.31 | 2.53 |
5 Years Earnings Growth | 7.55 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 26.14 | 21.21 |
Healthcare | 17.46 | 15.63 |
Industrials | 12.89 | 11.68 |
Technology | 9.10 | 12.42 |
Utilities | 7.74 | 5.34 |
Basic Materials | 7.46 | 3.40 |
Energy | 6.88 | 7.64 |
Communication Services | 4.65 | 5.55 |
Consumer Cyclical | 4.15 | 6.74 |
Consumer Defensive | 1.97 | 8.54 |
Real Estate | 1.55 | 3.50 |
Number of long holdings: 55
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.25 | 266.27 | +0.61% | |
Sempra Energy | US8168511090 | 3.99 | 77.79 | -0.29% | |
Air Products | US0091581068 | 3.24 | 283.29 | +1.65% | |
McKesson | US58155Q1031 | 2.90 | 714.88 | -0.95% | |
Enterprise Products Partners LP | US2937921078 | 2.76 | 31.48 | +1.38% | |
Berkshire Hathaway B | US0846707026 | 2.69 | 497.83 | -0.99% | |
UnitedHealth | US91324P1021 | 2.52 | 301.22 | -1.15% | |
Becton Dickinson | US0758871091 | 2.45 | 170.66 | +0.74% | |
Charles Schwab | US8085131055 | 2.44 | 88.00 | -0.12% | |
Travelers | US89417E1091 | 2.43 | 276.07 | -0.10% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.39B | -3.23 | 11.50 | 11.21 | ||
ClearBridge Dividend Strategy A | 5.38B | -0.15 | 9.37 | 10.46 | ||
ClearBridge Large Cap Growth I | 4.15B | -7.20 | 14.79 | 13.16 | ||
ClearBridge Aggressive Growth A | 3.92B | -3.98 | 6.14 | 4.98 | ||
ClearBridge Large Cap Growth A | 3.84B | -7.28 | 14.45 | 12.83 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review