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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 1.64 | 1.64 | 0.00 |
| Shares | 98.36 | 98.36 | 0.00 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 14.21 | 16.14 |
| Price to Book | 2.30 | 2.53 |
| Price to Sales | 1.77 | 1.77 |
| Price to Cash Flow | 10.85 | 10.50 |
| Dividend Yield | 2.00 | 2.46 |
| 5 Years Earnings Growth | 11.83 | 9.23 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 19.93 | 21.38 |
| Healthcare | 14.91 | 14.53 |
| Technology | 13.13 | 13.34 |
| Energy | 11.29 | 7.32 |
| Utilities | 10.46 | 5.21 |
| Industrials | 9.98 | 11.84 |
| Consumer Defensive | 6.60 | 8.05 |
| Basic Materials | 6.36 | 3.39 |
| Communication Services | 3.18 | 6.02 |
| Real Estate | 2.68 | 3.36 |
| Consumer Cyclical | 1.48 | 7.24 |
Number of long holdings: 81
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| J&J | US4781601046 | 2.93 | 190.35 | -0.03% | |
| Bank of America | US0605051046 | 2.74 | 53.04 | +0.89% | |
| Vistra Energy | US92840M1027 | 2.50 | 200.28 | -0.59% | |
| Fiserv | US3377381088 | 2.37 | 126.68 | +1.21% | |
| UnitedHealth | US91324P1021 | 2.21 | 365.18 | +0.74% | |
| Meta Platforms | US30303M1027 | 2.09 | 751.73 | +1.81% | |
| AbbVie | US00287Y1091 | 2.09 | 227.84 | -0.07% | |
| Gilead | US3755581036 | 2.06 | 120.50 | -0.36% | |
| AIG | US0268747849 | 1.89 | 79.52 | +0.66% | |
| Micron | US5951121038 | 1.83 | 220.00 | +0.45% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| ClearBridge Appreciation A | 8.11B | 13.18 | 21.94 | 13.76 | ||
| ClearBridge Dividend Strategy A | 5.73B | 11.13 | 18.44 | 12.73 | ||
| ClearBridge Large Cap Growth I | 4.41B | 9.64 | 28.66 | 15.48 | ||
| ClearBridge Aggressive Growth A | 4.21B | 15.50 | 18.26 | 8.29 | ||
| ClearBridge Large Cap Growth A | 4.17B | 9.40 | 28.28 | 15.14 |
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