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
$3.85B
AUM Growth
+$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$143M
2
+$51M
3
+$44.9M
4
WEC icon
WEC Energy
WEC
+$43.6M
5
BEPC icon
Brookfield Renewable
BEPC
+$37.3M

Top Sells

1
+$151M
2
+$103M
3
+$84.4M
4
ETR icon
Entergy
ETR
+$68.6M
5
AMT icon
American Tower
AMT
+$61M

Sector Composition

1 Utilities 50.56%
2 Energy 31.53%
3 Industrials 13.39%
4 Real Estate 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
26
American Tower
AMT
$81.6B
– –
-332,792
ES icon
27
Eversource Energy
ES
$25.5B
– –
-1,469,123
PCG icon
28
PG&E
PCG
$34.8B
– –
-7,481,722
XIFR
29
XPLR Infrastructure LP
XIFR
$882M
– –
-3,025,006
1
2