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Clearbridge Appreciation Fund Class A (SHAPX)

US Funds

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34.68 -0.10 -0.29%

31/12 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 7.32B

Type: Fund

Market: United States

Issuer: Legg Mason

Asset Class: Equity

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SHAPX Holdings

Comprehensive information about top holdings and Key Holding Information for the ClearBridge Appreciation A (SHAPX) fund. Our ClearBridge Appreciation A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	1.67	1.67	0.00
Stocks	98.33	98.33	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	21.67	20.16
Price to Book	4.45	3.95
Price to Sales	3.52	2.60
Price to Cash Flow	16.95	14.29
Dividend Yield	1.40	1.54
5 Years Earnings Growth	11.11	11.92

Sector Allocation

Name	Net %	Category Average
Technology	28.80	28.36
Financial Services	16.28	14.20
Healthcare	12.63	12.81
Communication Services	8.97	8.22
Industrials	8.39	9.77
Consumer Cyclical	6.99	10.22
Consumer Defensive	6.73	6.18
Energy	4.38	3.90
Basic Materials	4.16	2.51
Utilities	1.38	2.82
Real Estate	1.27	2.37

Region Allocation

Equities

North America
Europe Developed

Developed Markets

Top Holdings

Number of long holdings: 67

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	8.20	421.50	-0.78%
Apple	US0378331005	5.98	250.42	-0.71%
NVIDIA	US67066G1040	4.12	134.29	-2.33%
Amazon.com	US0231351067	3.87	219.39	-0.86%
Berkshire Hathaway A	US0846701086	3.27	680,920	+0.41%
JPMorgan	US46625H1005	2.62	239.71	+0.16%
Walmart	US9311421039	2.60	90.35	-0.24%
Visa A	US92826C8394	2.56	316.04	+0.23%
Meta Platforms	US30303M1027	2.24	585.51	-0.97%
Eli Lilly	US5324571083	2.24	772.00	-0.24%

Top Equity Funds by Franklin Templeton Investments

Name	Total Assets	YTD%	3Y%	10Y%
ClearBridge Dividend Strategy A	5.26B	21.61	10.54	10.86
ClearBridge Large Cap Growth I	4.23B	30.58	8.92	14.74
ClearBridge Aggressive Growth A	3.93B	16.56	3.61	6.19
ClearBridge Large Cap Growth A	3.84B	30.23	8.59	14.40
ClearBridge Value A	3.3B	23.79	13.51	10.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	ClearBridge Appre.	34.68	-0.10	-0.29%