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ClearBridge大型股增长在第一季度增加并退出多个职位
2026-05-08 01:40
- ClearBridge’s Large Cap Growth ESG Strategy outperformed its Russell 1000 Growth Index benchmark in Q1 2026, as the broader market sell-off driven by Middle East tensions pushed the S&P 500 down 4.3% and the Russell 1000 Growth Index lower by 9.8%.
- The fund initiated new positions in Texas Instruments (NASDAQ: TXN), Roche (RHHBY), Alnylam Pharmaceuticals (NASDAQ: ALNY), and Blackstone (NYSE: BX) during Q1 2026.
- In Q1 2026, the fund exited PayPal (NASDAQ: PYPL), Equinix (NASDAQ: EQIX), and Marvell Technology (NASDAQ: MRVL).
- Source.
More on Texas Instruments, Roche Holding, etc.
- PayPal Is No Longer A Growth Story - And That's Fine
- PayPal: Cheap Enough To Be Wrong And Still Make Money
- PayPal: The Market Is Way Too Bearish
- Roche to buy digital pathology firm PathAI for up to $1.1B
- Nvidia and Apple CEOs likely to receive invites from Trump for upcoming China visit: report
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