ClearBridge Dividend Strategy ESG ETF (YLDE)

• Market cap: $99.9M
• 1 day: 0.60%
• 5 days: 2.31%
• 1 month: -2.97%
• 3 months: -3.44%
• 6 months: -3.31%
• Year to date: -1.50%
• 1 year: 12.04%
• 5 years: 73.99%
• 10 years: 98.45%

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

0% more funds holding

Funds holding: 25 [Q3] → 25 (+0) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q3] → 1 (+0) [Q4]

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

1% less capital invested

Capital invested by funds: $32.6M [Q3] → $32.4M (-$268K) [Q4]

1.01% less ownership

Funds ownership: 64.75% [Q3] → 63.75% (-1.01%) [Q4]