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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.22 | 1.25 | 0.03 |
Shares | 98.20 | 98.20 | 0.00 |
Other | 0.58 | 0.58 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.89 | 17.50 |
Price to Book | 2.84 | 2.90 |
Price to Sales | 1.85 | 2.18 |
Price to Cash Flow | 11.26 | 11.78 |
Dividend Yield | 1.91 | 2.26 |
5 Years Earnings Growth | 8.37 | 10.68 |
Name | Net % | Category Average |
---|---|---|
Technology | 28.03 | 21.66 |
Financial Services | 15.19 | 16.99 |
Healthcare | 11.05 | 11.87 |
Industrials | 9.89 | 12.43 |
Communication Services | 9.74 | 8.66 |
Consumer Cyclical | 9.61 | 9.98 |
Consumer Defensive | 8.08 | 7.86 |
Energy | 3.10 | 4.10 |
Basic Materials | 2.24 | 4.12 |
Utilities | 1.73 | 3.16 |
Real Estate | 1.34 | 2.35 |
Number of long holdings: 158
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 4.79 | 157.25 | +2.58% | |
Microsoft | US5949181045 | 4.58 | 491.12 | -0.19% | |
Apple | US0378331005 | 4.05 | 212.44 | +2.22% | |
Amazon.com | US0231351067 | 2.65 | 219.88 | -0.26% | |
Meta Platforms | US30303M1027 | 2.36 | 713.46 | -0.80% | |
Alphabet A | US02079K3059 | 1.60 | 178.64 | +1.59% | |
Alphabet C | US02079K1079 | 1.35 | 179.77 | +1.62% | |
Berkshire Hathaway B | US0846707026 | 1.24 | 480.48 | -1.86% | |
Mastercard | US57636Q1040 | 1.22 | 561.52 | -0.55% | |
Palantir | US69608A1088 | 1.17 | 132.14 | +1.12% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.67B | 2.22 | 13.17 | 11.72 | ||
ClearBridge Dividend Strategy A | 5.35B | 2.89 | 9.67 | 10.77 | ||
ClearBridge Large Cap Growth I | 4.29B | 0.29 | 19.43 | 13.85 | ||
ClearBridge Aggressive Growth A | 4.07B | 3.92 | 10.00 | 5.60 | ||
ClearBridge Large Cap Growth A | 4.01B | 0.18 | 19.08 | 13.52 |
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