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
$1.92B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$71.4M
2
+$49.4M
3
+$45.2M
4
CWEN icon
Clearway Energy Class C
CWEN
+$37.8M
5
DUK icon
Duke Energy
DUK
+$31.5M

Top Sells

1
+$67.5M
2
+$9.47M
3
+$181K
4
EVRG icon
Evergy
EVRG
+$146K
5
GWR
Genesee & Wyoming Inc.
GWR
+$83K

Sector Composition

1 Utilities 53.63%
2 Energy 24.11%
3 Industrials 15.34%
4 Real Estate 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2K ﹤0.01%
33
52
– –
-2,188
53
– –
-253
54
– –
-1,355
55
– –
-749
1 2
3