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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.060 | 13.010 | 9.950 |
Shares | 96.820 | 96.820 | 0.000 |
Other | 0.130 | 0.130 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 29.294 | 30.885 |
Price to Book | 7.139 | 6.554 |
Price to Sales | 4.316 | 4.562 |
Price to Cash Flow | 21.213 | 19.209 |
Dividend Yield | 0.696 | 0.642 |
5 Years Earnings Growth | 15.250 | 14.855 |
Name | Net % | Category Average |
---|---|---|
Technology | 38.210 | 36.046 |
Healthcare | 14.240 | 14.985 |
Consumer Cyclical | 10.320 | 13.769 |
Financial Services | 10.090 | 10.489 |
Communication Services | 9.440 | 11.368 |
Industrials | 8.880 | 7.999 |
Consumer Defensive | 4.380 | 4.548 |
Basic Materials | 1.890 | 2.067 |
Real Estate | 1.550 | 2.321 |
Utilities | 1.000 | 1.822 |
Number of long holdings: 48
Number of short holdings: 7
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 8.47 | 422.40 | -0.16% | |
Amazon.com | US0231351067 | 7.32 | 185.61 | -0.20% | |
NVIDIA | US67066G1040 | 6.97 | 949.56 | +0.34% | |
Meta Platforms | US30303M1027 | 5.28 | 473.12 | -1.75% | |
Visa A | US92826C8394 | 4.76 | 280.25 | -0.26% | |
Apple | US0378331005 | 4.27 | 190.42 | +0.37% | |
Netflix | US64110L1061 | 3.85 | 614.51 | +0.16% | |
UnitedHealth | US91324P1021 | 2.99 | 522.31 | +0.92% | |
Palo Alto Networks | US6974351057 | 2.88 | 315.84 | +1.13% | |
Thermo Fisher Scientific | US8835561023 | 2.56 | 598.76 | -0.04% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
US Large Cap Growth Fund Class C US | 1.88B | 3.85 | 6.61 | 12.25 | ||
US Large Cap Growth Fund Class GA U | 1.88B | 3.91 | 7.34 | 13.01 | ||
US Large Cap Growth Fund Class X US | 1.88B | 3.95 | 7.82 | 13.40 | ||
LM ClearBridge US LC Gr Premier Acc | 1.88B | 3.98 | 8.20 | - | ||
US Large Cap Growth Fund Class A A | 1.88B | 3.90 | 7.15 | 12.81 |
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