ClearBridge Dividend Strategy ESG ETF (YLDE)

• Market cap: $48M
• 1 day: 0.74%
• 5 days: 0.22%
• 1 month: -3.50%
• 3 months: -1.35%
• 6 months: 5.10%
• Year to date: -0.49%
• 1 year: 14.18%
• 5 years: 52.19%
• 10 years: 100.48%

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

19% more funds holding

Funds holding: 21 [Q2] → 25 (+4) [Q3]

8% more capital invested

Capital invested by funds: $30.4M [Q2] → $32.6M (+$2.29M) [Q3]

0.11% more ownership

Funds ownership: 64.64% [Q2] → 64.75% (+0.11%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11