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
$1.45B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$60.5M
2
+$42.4M
3
+$40.6M
4
AEP icon
American Electric Power
AEP
+$38.4M
5
TERP
TerraForm Power, Inc
TERP
+$31.4M

Top Sells

1
+$142M
2
+$69.9M
3
+$67.3M
4
FE icon
FirstEnergy
FE
+$54.3M
5
D icon
Dominion Energy
D
+$28.7M

Sector Composition

1 Utilities 67.47%
2 Energy 14.78%
3 Real Estate 10.97%
4 Industrials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$272K 0.02%
+14,253
27
$238K 0.02%
12,757
-606,137
28
$221K 0.02%
2,513
+70
29
$165K 0.01%
3,514
+100
30
$159K 0.01%
2,170
+62
31
$157K 0.01%
4,069
-1,812,784
32
$153K 0.01%
+1,206
33
$145K 0.01%
1,791
+131
34
$144K 0.01%
3,584
-1,351,884
35
$123K 0.01%
4,986
-1,417
36
$111K 0.01%
+2,016
37
$88K 0.01%
4,017
-528
38
$62K ﹤0.01%
4,624
+350
39
$54K ﹤0.01%
1,772
+49
40
$40K ﹤0.01%
2,934
+82
41
$39K ﹤0.01%
445
+13
42
$38K ﹤0.01%
+460
43
$38K ﹤0.01%
789
+22
44
$33K ﹤0.01%
439
+14
45
$32K ﹤0.01%
+2,032
46
$31K ﹤0.01%
+487
47
$28K ﹤0.01%
456
+13
48
$8K ﹤0.01%
162
49
$7K ﹤0.01%
325
50
$4K ﹤0.01%
226
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