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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.27 | 5.37 | 2.10 |
Shares | 89.72 | 89.98 | 0.26 |
Bonds | 6.77 | 6.85 | 0.08 |
Convertible | 0.01 | 0.01 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 0.12 | 0.56 | 0.44 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.80 | 17.93 |
Price to Book | 3.08 | 2.93 |
Price to Sales | 1.96 | 2.01 |
Price to Cash Flow | 10.99 | 11.56 |
Dividend Yield | 1.67 | 1.96 |
5 Years Earnings Growth | 10.87 | 11.46 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.27 | 21.21 |
Financial Services | 16.15 | 15.58 |
Healthcare | 11.37 | 12.44 |
Consumer Cyclical | 10.96 | 12.14 |
Industrials | 10.43 | 12.40 |
Communication Services | 8.70 | 7.10 |
Consumer Defensive | 6.84 | 6.03 |
Basic Materials | 3.61 | 3.63 |
Energy | 2.74 | 4.04 |
Utilities | 1.64 | 3.05 |
Real Estate | 1.28 | 3.55 |
Number of long holdings: 19
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Franklin U.S. Large Cap Equity IS | - | 19.28 | - | - | |
ClearBridge Large Cap Growth IS | - | 18.99 | - | - | |
Putnam Large Cap Value R6 | - | 14.09 | - | - | |
Franklin International Equity IS | - | 7.56 | - | - | |
ClearBridge Appreciation IS | - | 7.23 | - | - | |
Putnam Large Cap Growth R6 | - | 6.62 | - | - | |
Franklin U.S. Core Bond ETF | - | 4.57 | - | - | |
Martin Currie Emerging Markets IS | - | 3.92 | - | - | |
ClearBridge International Growth IS | - | 2.94 | - | - | |
Templeton Foreign R6 | - | 2.80 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.42B | -3.23 | 11.50 | 11.21 | ||
ClearBridge Dividend Strategy A | 5.39B | -0.15 | 9.37 | 10.46 | ||
ClearBridge Large Cap Growth I | 4.17B | -7.20 | 14.79 | 13.16 | ||
ClearBridge Aggressive Growth A | 3.96B | -3.98 | 6.14 | 4.98 | ||
ClearBridge Large Cap Growth A | 3.86B | -7.28 | 14.45 | 12.83 |
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