Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.75 | 1.75 | 0.00 |
Stocks | 98.26 | 98.26 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.55 | 27.75 |
Price to Book | 7.63 | 7.23 |
Price to Sales | 4.98 | 4.70 |
Price to Cash Flow | 19.75 | 19.07 |
Dividend Yield | 0.66 | 0.70 |
5 Years Earnings Growth | 15.83 | 16.11 |
Name | Net % | Category Average |
---|---|---|
Technology | 38.98 | 40.67 |
Healthcare | 15.03 | 11.43 |
Communication Services | 11.57 | 11.98 |
Financial Services | 10.43 | 9.30 |
Consumer Cyclical | 9.58 | 13.63 |
Industrials | 7.02 | 7.05 |
Consumer Defensive | 2.80 | 3.48 |
Real Estate | 1.92 | 1.48 |
Basic Materials | 1.86 | 1.71 |
Utilities | 0.81 | 1.17 |
Number of long holdings: 41
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
NVIDIA | US67066G1040 | 9.28 | 134.29 | -2.33% | |
Amazon.com | US0231351067 | 7.79 | 219.39 | -0.86% | |
Microsoft | US5949181045 | 7.54 | 421.50 | -0.78% | |
Meta Platforms | US30303M1027 | 6.13 | 585.51 | -0.97% | |
Apple | US0378331005 | 4.91 | 250.42 | -0.71% | |
Visa A | US92826C8394 | 4.63 | 316.04 | +0.23% | |
Netflix | US64110L1061 | 3.57 | 891.32 | -1.01% | |
UnitedHealth | US91324P1021 | 3.07 | 505.86 | -0.38% | |
Intuitive Surgical | US46120E6023 | 2.60 | 521.96 | -0.95% | |
Thermo Fisher Scientific | US8835561023 | 2.32 | 520.23 | +0.27% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
ClearBridge Appreciation A | 7.32B | 25.87 | 11.18 | 12.04 | ||
ClearBridge Dividend Strategy A | 5.26B | 21.61 | 10.54 | 10.86 | ||
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 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review