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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.67 | 0.67 | 0.00 |
Shares | 99.33 | 99.33 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.21 | 14.02 |
Price to Book | 2.00 | 2.02 |
Price to Sales | 0.84 | 1.36 |
Price to Cash Flow | 7.29 | 8.81 |
Dividend Yield | 3.90 | 3.08 |
5 Years Earnings Growth | 10.08 | 8.98 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.66 | 13.37 |
Technology | 18.43 | 13.39 |
Consumer Defensive | 14.49 | 10.97 |
Industrials | 11.83 | 10.94 |
Consumer Cyclical | 8.43 | 8.47 |
Financial Services | 8.24 | 19.47 |
Communication Services | 7.98 | 8.24 |
Utilities | 5.39 | 4.47 |
Energy | 3.81 | 6.03 |
Basic Materials | 1.83 | 4.86 |
Real Estate | 0.91 | 3.92 |
Number of long holdings: 107
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 2.53 | 506.69 | -0.58% | |
Apple | US0378331005 | 2.00 | 232.14 | -0.18% | |
Broadcom | US11135F1012 | 1.67 | 297.39 | -3.65% | |
Eli Lilly | US5324571083 | 1.64 | 732.58 | +0.08% | |
UnitedHealth | US91324P1021 | 1.59 | 309.87 | +2.51% | |
Home Depot | US4370761029 | 1.57 | 406.77 | -0.17% | |
Merck&Co | US58933Y1055 | 1.51 | 84.12 | +1.09% | |
J&J | US4781601046 | 1.41 | 177.17 | +0.98% | |
AbbVie | US00287Y1091 | 1.41 | 210.40 | +1.19% | |
Caterpillar | US1491231015 | 1.37 | 419.04 | -3.65% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.93B | 9.00 | 15.65 | 12.36 | ||
ClearBridge Dividend Strategy A | 5.66B | 5.66 | 11.45 | 11.28 | ||
ClearBridge Large Cap Growth I | 4.38B | 7.04 | 20.84 | 14.35 | ||
ClearBridge Large Cap Growth A | 4.07B | 6.86 | 20.48 | 14.02 | ||
ClearBridge Aggressive Growth A | 4.06B | 10.87 | 12.79 | 6.65 |
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