CIA

ClearBridge Investments (Australia) Portfolio holdings

AUM $4.56B
1-Year Est. Return 24.18%
This Quarter Est. Return
1 Year Est. Return
+24.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.28B
AUM Growth
+$49.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$100M
3
+$11.8M
4
DUK icon
Duke Energy
DUK
+$9.29M
5
PPL icon
PPL Corp
PPL
+$9.24M

Top Sells

1
+$163M
2
+$65.6M
3
+$11.2M
4
AMT icon
American Tower
AMT
+$10.8M
5
SRE icon
Sempra
SRE
+$8.68M

Sector Composition

1 Utilities 38.35%
2 Industrials 25.35%
3 Real Estate 20.66%
4 Energy 14.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-56,750
27
– –
-6,820
28
– –
-8,385
1
2