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
51
$3K ﹤0.01%
138
-17
52
$2K ﹤0.01%
366
+149
53
$1K ﹤0.01%
+15
54
$1K ﹤0.01%
24
55
– –
-1,008
56
– –
-2,858
57
– –
-722,425
58
– –
-33
59
– –
-647,311
1 2
3