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
$1.91B
AUM Growth
-$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$113M
2
+$17.2M
3
+$14.2M
4
NEE icon
NextEra Energy
NEE
+$8.58M
5
CWEN icon
Clearway Energy Class C
CWEN
+$4.31M

Top Sells

1
+$135M
2
+$76.1M
3
+$71.8M
4
CP icon
Canadian Pacific Kansas City
CP
+$68.8M
5
AEE icon
Ameren
AEE
+$64.2M

Sector Composition

1 Utilities 40.34%
2 Energy 22.67%
3 Industrials 18.19%
4 Real Estate 17.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$27K ﹤0.01%
+362
27
$25K ﹤0.01%
+604
28
$24K ﹤0.01%
765
-166,458
29
$23K ﹤0.01%
+723
30
$19K ﹤0.01%
+226
31
$18K ﹤0.01%
+205
32
$16K ﹤0.01%
+426
33
$16K ﹤0.01%
+361
34
$15K ﹤0.01%
+477
35
$13K ﹤0.01%
+299
36
$12K ﹤0.01%
+380
37
$11K ﹤0.01%
+181
38
$11K ﹤0.01%
+132
39
$10K ﹤0.01%
+122
40
$9K ﹤0.01%
+330
41
$8K ﹤0.01%
+237
42
$8K ﹤0.01%
+104
43
$7K ﹤0.01%
+287
44
$7K ﹤0.01%
+119
45
$5K ﹤0.01%
+388
46
$5K ﹤0.01%
+106
47
– –
-2,253,670
48
– –
-212,609
1
2