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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.91 | 1.95 | 0.04 |
Stocks | 98.09 | 98.09 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.43 | 20.44 |
Price to Book | 4.43 | 3.98 |
Price to Sales | 2.94 | 2.64 |
Price to Cash Flow | 15.84 | 14.41 |
Dividend Yield | 1.41 | 1.54 |
5 Years Earnings Growth | 9.49 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.97 | 28.60 |
Financial Services | 13.65 | 14.57 |
Consumer Cyclical | 11.60 | 10.64 |
Healthcare | 10.48 | 12.21 |
Communication Services | 9.94 | 8.63 |
Industrials | 7.40 | 9.57 |
Consumer Defensive | 5.46 | 6.04 |
Energy | 3.14 | 3.80 |
Utilities | 2.54 | 2.72 |
Real Estate | 2.08 | 2.24 |
Basic Materials | 1.73 | 2.37 |
Number of long holdings: 508
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 6.84 | 216.98 | -1.75% | |
Microsoft | US5949181045 | 5.92 | 383.27 | +0.74% | |
NVIDIA | US67066G1040 | 5.65 | 115.74 | +6.42% | |
Amazon.com | US0231351067 | 4.27 | 198.89 | +1.17% | |
Meta Platforms | US30303M1027 | 2.88 | 619.56 | +2.29% | |
Alphabet A | US02079K3059 | 2.29 | 167.11 | +1.87% | |
Tesla | US88160R1014 | 2.17 | 248.09 | +7.59% | |
Broadcom | US11135F1012 | 1.98 | 194.23 | +2.18% | |
Alphabet C | US02079K1079 | 1.88 | 169.00 | +1.82% | |
Berkshire Hathaway B | US0846707026 | 1.65 | 495.94 | -0.06% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.03B | 2.22 | 12.11 | 11.75 | ||
ClearBridge Dividend Strategy A | 5.25B | 2.97 | 9.30 | 10.63 | ||
ClearBridge Large Cap Growth I | 3.91B | 0.17 | 13.39 | 14.04 | ||
ClearBridge Aggressive Growth A | 3.54B | 0.60 | 4.90 | 5.38 | ||
ClearBridge Large Cap Growth A | 3.57B | 0.13 | 13.05 | 13.70 |
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