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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.46 | 1.53 | 0.07 |
Stocks | 98.53 | 98.53 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.52 | 19.75 |
Price to Book | 4.03 | 3.71 |
Price to Sales | 2.92 | 2.37 |
Price to Cash Flow | 16.18 | 13.66 |
Dividend Yield | 1.51 | 1.60 |
5 Years Earnings Growth | 12.47 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.22 | 26.53 |
Financial Services | 17.72 | 14.26 |
Healthcare | 12.75 | 13.70 |
Industrials | 11.39 | 10.16 |
Communication Services | 9.64 | 8.18 |
Consumer Cyclical | 7.11 | 10.26 |
Consumer Defensive | 6.17 | 6.51 |
Energy | 5.36 | 4.44 |
Basic Materials | 4.86 | 2.74 |
Real Estate | 1.08 | 2.37 |
Utilities | 0.70 | 2.41 |
Number of long holdings: 70
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.67 | - | - | |
Apple Inc | - | 4.75 | - | - | |
Berkshire Hathaway Inc Class A | - | 3.74 | - | - | |
Amazon.com Inc | - | 3.51 | - | - | |
NVIDIA Corp | - | 3.08 | - | - | |
Visa Inc Class A | - | 2.80 | - | - | |
JPMorgan Chase & Co | - | 2.69 | - | - | |
Meta Platforms Inc Class A | - | 2.42 | - | - | |
Merck & Co Inc | - | 2.36 | - | - | |
Eli Lilly and Co | - | 2.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Dividend Strategy A | 4.99B | 3.06 | 7.05 | 10.00 | ||
ClearBridge Large Cap Growth I | 4.04B | 6.83 | 5.79 | 13.99 | ||
ClearBridge Aggressive Growth A | 3.99B | -1.54 | -3.30 | 5.44 | ||
ClearBridge International Growth Fi | 3.46B | 2.35 | -1.62 | 7.27 | ||
ClearBridge Large Cap Growth A | 3.45B | 6.72 | 5.48 | 13.65 |
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