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
$3.39B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$104M
3
+$90.4M
4
OGE icon
OGE Energy
OGE
+$86.8M
5
XIFR
XPLR Infrastructure LP
XIFR
+$53.3M

Top Sells

1
+$117M
2
+$93.9M
3
+$71.8M
4
WMB icon
Williams Companies
WMB
+$46.7M
5
CMS icon
CMS Energy
CMS
+$45.8M

Sector Composition

1 Utilities 62.41%
2 Energy 22.3%
3 Real Estate 10.89%
4 Industrials 4.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$472K 0.01%
+10,095
27
$201K 0.01%
3,306
-691
28
– –
-845,257
29
– –
-2,543,588
30
– –
-1,464
31
– –
-1,295,261
1
2