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Western Asset Empresarial Fundo De Investimento Em Ações (0P0000UE8Z)

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1.132 -0.004    -0.32%
13/06 - Closed. Currency in BRL ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 5.52M
Type:  Fund
Market:  Brazil
Issuer:  Western Asset Management Company DTVM Ltda
ISIN:  BRLGM0CTF009 
S/N:  09.087.500/0001-87
Asset Class:  Equity
WESTERN ASSET SUSTENTABILIDADE EMPRESARIAL FUNDO D 1.132 -0.004 -0.32%

0P0000UE8Z Holdings

 
Comprehensive information about top holdings and Key Holding Information for the WESTERN ASSET SUSTENTABILIDADE EMPRESARIAL FUNDO D (0P0000UE8Z) fund. Our WESTERN ASSET SUSTENTABILIDADE EMPRESARIAL FUNDO D portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.400 4.390 1.990
Stocks 82.410 82.690 0.280
Bonds 13.210 13.210 0.000
Preferred 1.950 1.950 0.000
Other 0.040 0.070 0.030

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 8.609 8.734
Price to Book 1.528 1.433
Price to Sales 1.219 0.966
Price to Cash Flow 5.602 4.376
Dividend Yield 5.931 6.930
5 Years Earnings Growth 16.202 13.734

Sector Allocation

Name  Net % Category Average
Utilities 17.070 13.256
Financial Services 16.120 21.882
Energy 13.130 14.572
Industrials 12.360 11.374
Consumer Cyclical 11.010 7.564
Basic Materials 10.800 17.554
Real Estate 10.150 2.295
Healthcare 3.600 4.548
Consumer Defensive 3.430 7.379
Technology 2.310 2.579
Communication Services 0.020 1.946

Region Allocation

  • Latin America
  • Emerging Markets

Top Holdings

Number of long holdings: 37

Number of short holdings: 9

Name ISIN Weight % Last Change %
  ITAUUNIBANCOPN EB N1 BRITUBACNPR1 13.02 31.18 +0.03%
  VALE ON BRVALEACNOR0 8.62 60.62 -0.35%
Western Sovereign II FI RF Ref Selic - 8.05 - -
  LOCALIZA ON BRRENTACNOR4 6.43 40.31 +0.32%
  Centrais Eletricas Brasileiras BRELETACNOR6 6.37 35.55 -0.08%
  PETROBRAS PN BRPETRACNPR6 5.37 34.72 -2.09%
  Brazil LFT 0 01-SEP-2024 BRSTNCLF0008 5.17 14,896.402 +0.00%
  EQUATORIAL ON BREQTLACNOR0 4.76 29.85 +2.75%
  Prio BRPRIOACNOR1 3.87 42.01 +0.36%
  Allos ON BRALOSACNOR5 3.64 20.82 +0.48%

Top Equity Funds by Western Asset Management Company DTVM Ltda

  Name Rating Total Assets YTD% 3Y% 10Y%
  WESTERN ASSET FUNDO DE INVESTIMENTO 1.74B 32.50 2.32 -
  WESTERN ASSET PREV IBRX ATIVO ACOES 149.11M 20.67 3.71 9.76
  WESTERN ASSET VALUATION FUNDO DE IN 49.83M 11.95 -6.46 6.15
  WESTERN ASSET PREV IBRX ALPHA ACOES 27.87M 18.71 2.15 8.79
  WESTERN ASSET DIVIDEND YIELD FUNDO 18.84M 18.42 1.67 7.30
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