ClearBridge Appreciation Fund Class A (SHAPX) - Large Blend fund with $9.58 Billion in assets. The fund allocates 35.65% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is MICROSOFT CORP at 4.44% of total assets. This is followed by APPLE INC (4.81%) and Amazon.com Inc (3.15%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| MICROSOFT CORP | 4.44% | - | - |
| APPLE INC | 4.81% | - | - |
| Amazon.com Inc | 3.15% | - | - |
| NVIDIA Corp | 7.32% | - | - |
| Berkshire Hathaway Inc | 3.18% | - | - |
| JPMORGAN CHASE CO | 2.66% | - | - |
| VISA INC SHARES | 3.04% | - | - |
| WALMART INC | 2.35% | - | - |
| TJX COS INC | 2.19% | - | - |
| Eli Lilly Co | 2.51% | - | - |
| Meta Platforms Inc | 3.63% | - | - |
| BANK OF AMERICA CORP | 2.68% | - | - |
| ALPHABET INC | 6.75% | - | - |
| Broadcom Inc | 3.25% | - | - |
| ASML Holding NV | 2.49% | - | - |
| NVIDIA CORP COM | 8.75% | - | - |
| AMAZON.COM INC COM | 3.73% | - | - |
| BROADCOM INC COM | 3.58% | - | - |
| NETFLIX INC COM | 2.83% | - | - |
| EATON CORP PLC COM USD0.01 | 2.30% | - | - |
| ELI LILLY COMPANY COM | 2.24% | - | - |