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
$1.69B
AUM Growth
+$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$118M
2
+$72.8M
3
+$33.9M
4
AMT icon
American Tower
AMT
+$27.4M
5
NEE icon
NextEra Energy
NEE
+$24.4M

Top Sells

1
+$91.2M
2
+$58.8M
3
+$56.3M
4
ENB icon
Enbridge
ENB
+$48.8M
5
XIFR
XPLR Infrastructure LP
XIFR
+$4.41M

Sector Composition

1 Utilities 71.17%
2 Real Estate 12.31%
3 Energy 9.6%
4 Industrials 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-15
52
– –
-487
53
– –
-3,584
54
– –
-445
55
– –
-460
56
– –
-366
57
– –
-439
58
– –
-2,513
59
– –
-226
1 2
3