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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.27 | 5.19 | 1.92 |
Shares | 88.64 | 88.87 | 0.23 |
Bonds | 7.83 | 7.92 | 0.09 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.13 | 0.13 | 0.00 |
Other | 0.12 | 0.56 | 0.44 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.01 | 18.01 |
Price to Book | 3.22 | 2.93 |
Price to Sales | 2.02 | 2.02 |
Price to Cash Flow | 11.93 | 11.56 |
Dividend Yield | 1.62 | 1.97 |
5 Years Earnings Growth | 9.48 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 27.15 | 21.32 |
Financial Services | 16.09 | 15.58 |
Consumer Cyclical | 11.28 | 12.17 |
Industrials | 10.54 | 12.41 |
Healthcare | 10.22 | 12.30 |
Communication Services | 9.09 | 7.21 |
Consumer Defensive | 6.48 | 6.07 |
Basic Materials | 3.45 | 3.63 |
Energy | 2.57 | 3.95 |
Utilities | 1.82 | 3.06 |
Real Estate | 1.31 | 3.50 |
Number of long holdings: 19
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Large Cap Equity IS | - | 21.35 | - | - | |
ClearBridge Large Cap Growth IS | - | 18.75 | - | - | |
Putnam Large Cap Value R6 | - | 13.76 | - | - | |
Franklin International Equity IS | - | 7.29 | - | - | |
ClearBridge Appreciation IS | - | 6.98 | - | - | |
Putnam Large Cap Growth R6 | - | 5.58 | - | - | |
Franklin U.S. Core Bond ETF | - | 4.97 | - | - | |
Martin Currie Emerging Markets IS | - | 3.52 | - | - | |
ClearBridge International Growth IS | - | 2.90 | - | - | |
Templeton Foreign R6 | - | 2.88 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.6B | 2.22 | 13.17 | 11.72 | ||
ClearBridge Dividend Strategy A | 5.44B | 2.89 | 9.67 | 10.77 | ||
ClearBridge Large Cap Growth I | 4.24B | 0.29 | 19.43 | 13.85 | ||
ClearBridge Aggressive Growth A | 4.03B | 3.92 | 10.00 | 5.60 | ||
ClearBridge Large Cap Growth A | 3.96B | 0.18 | 19.08 | 13.52 |
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