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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.74 | 1.74 | 0.00 |
Shares | 98.26 | 98.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.95 | 16.08 |
Price to Book | 2.67 | 2.50 |
Price to Sales | 1.79 | 1.72 |
Price to Cash Flow | 11.93 | 10.49 |
Dividend Yield | 2.07 | 2.49 |
5 Years Earnings Growth | 7.83 | 9.27 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 24.30 | 21.45 |
Healthcare | 14.77 | 14.63 |
Industrials | 14.40 | 11.93 |
Technology | 10.78 | 13.18 |
Basic Materials | 7.30 | 3.38 |
Utilities | 7.18 | 5.21 |
Energy | 7.08 | 7.40 |
Consumer Cyclical | 5.67 | 7.09 |
Communication Services | 5.26 | 5.87 |
Consumer Defensive | 1.92 | 8.21 |
Real Estate | 1.35 | 3.38 |
Number of long holdings: 60
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan | US46625H1005 | 5.07 | 298.57 | +1.24% | |
Sempra Energy | US8168511090 | 4.19 | 81.78 | +0.11% | |
Air Products | US0091581068 | 3.29 | 293.97 | -0.07% | |
Charles Schwab | US8085131055 | 2.80 | 97.24 | +1.09% | |
Deere&Company | US2441991054 | 2.51 | 487.76 | -0.03% | |
Broadcom | US11135F1012 | 2.49 | 298.01 | +1.28% | |
Bank of America | US0605051046 | 2.43 | 50.25 | +1.56% | |
Travelers | US89417E1091 | 2.29 | 270.89 | -0.53% | |
Berkshire Hathaway B | US0846707026 | 2.27 | 492.21 | +1.24% | |
Microchip | US5950171042 | 2.26 | 67.62 | -1.36% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.86B | 9.00 | 15.65 | 12.36 | ||
ClearBridge Dividend Strategy A | 5.63B | 5.66 | 11.45 | 11.28 | ||
ClearBridge Large Cap Growth I | 4.34B | 7.04 | 20.84 | 14.35 | ||
ClearBridge Large Cap Growth A | 4.03B | 6.86 | 20.48 | 14.02 | ||
ClearBridge Aggressive Growth A | 3.98B | 10.87 | 12.79 | 6.65 |
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