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Patient Opportunity Trust Class A (LGOAX)

US Funds

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36.74 -0.17 -0.46%

20/05 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 699.5M

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LGOAX Holdings

Comprehensive information about top holdings and Key Holding Information for the Legg Mason Opportunity A (LGOAX) fund. Our Legg Mason Opportunity A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Shares	97.10	97.10
Preferred	1.24	1.24
Other	2.33	2.33

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	12.02	14.43
Price to Book	1.40	1.99
Price to Sales	0.88	1.16
Price to Cash Flow	5.39	8.81
Dividend Yield	1.53	2.20
5 Years Earnings Growth	10.65	11.07

Sector Allocation

Name	Net %	Category Average
Consumer Cyclical	28.46	11.45
Communication Services	16.49	3.25
Healthcare	16.24	10.52
Financial Services	15.26	17.53
Energy	9.57	6.39
Technology	8.88	10.76
Industrials	4.07	16.09
Utilities	1.02	7.07

Region Allocation

Equities

North America
Europe Developed
Asia

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 40

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Amazon.com	US0231351067	5.54	201.12	-1.45%
Citigroup	US1729674242	4.93	73.42	-3.27%
QXO Inc	US82846H4056	4.90	17.060	-7.03%
Alphabet A	US02079K3059	4.75	168.56	+2.79%
Royalty Pharma	GB00BMVP7Y09	4.57	32.83	-0.79%
Energy Transfer	US29273V1008	4.57	17.76	-2.09%
CVS Health Corp	US1266501006	4.38	62.11	-2.56%
Meta Platforms	US30303M1027	4.21	635.50	-0.25%
IAC/InterActiveCorp	US44891N2080	3.86	36.55	-1.32%
General Motors	US37045V1008	3.65	49.37	-1.67%

Top Equity Funds by Patient Capital Management

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Legg Mason Opportunity I		710.64M	-13.73	5.62	6.60
	Legg Mason Opportunity C		58.36M	31.04	3.89	8.04

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Legg Mason Opport.	36.74	-0.17	-0.46%