热门资讯> 正文
ClearBridge Select Strategy收购REGN、VRTX和VST;退出ICLR、PCTY和ADBE
2025-10-22 03:20
- ClearBridge Select Strategy outperformed with a return of 10.7% compared to the return of 8.1% for the S&P 500 Index and 8.2% for the Russell 3000 Index.
- In Q3 2025, the fund initiated new positions in Regeneron Pharmaceuticals (NASDAQ:REGN), Vertex Pharmaceuticals (NASDAQ:VRTX), Vistra (NYSE:VST), Firefly Aerospace (NASDAQ:FLY).
- During Q3, the fund exited ICON (NASDAQ:ICLR), Paylocity (NASDAQ:PCTY), Constellation Brands (NYSE:STZ), GitLab (NASDAQ:GTLB), and Adobe (NASDAQ:ADBE).
- The fund’s new additions are Kratos Defense & Security Solutions (NASDAQ:KTOS) and Casella Waste Systems (NASDAQ:CWST) in industrials as well as Netskope (NASDAQ:NTSK) and Monday (NASDAQ:MNDY).
- Source.
More on related tickers
- Northrop Grumman Corporation 2025 Q3 - Results - Earnings Call Presentation
- Firefly Aerospace: Betting On The New Space Race
- Figma: Decelerating Growth Meets Expensive Valuations, Minimal Margin Of Safety
- Lockheed Martin tops Q3 estimates, lifts dividend and buyback plans
- Northrop Grumman raises profit outlook; shares fall on revenue guidance
推荐文章
一周财经日历 |下周重磅事件抢先看：美联储利率决议、科技巨头财报密集来袭
美股机会日报 | 9月CPI低于预期！三大股指期货直线拉升；英特尔盘前大涨超5%
一周IPO | 八马茶业、滴普科技预计下周二上市；传赛力斯最快下周一招股
华盛早报 | 中美将于今起进行经贸磋商；盘后涨超7%！英特尔Q3营收增长2.8%
营收创新高、利润暴跌29%！马斯克的AI豪赌能撑起特斯拉的未来吗？
财报前瞻 | iPhone17热销“带飞”苹果股价！大行绩前集体齐声看涨，Q4季报重点关注什么？
甲骨文两日跌超10%，“超预期宏伟目标”不再“吃香”？
小马智行、文远知行回港上市，迎Robotaxi 的deepseek时刻？
风险及免责提示：以上内容仅代表作者的个人立场和观点，不代表华盛的任何立场，华盛亦无法证实上述内容的真实性、准确性和原创性。投资者在做出任何投资决定前，应结合自身情况，考虑投资产品的风险。必要时，请咨询专业投资顾问的意见。华盛不提供任何投资建议，对此亦不做任何承诺和保证。
