ClearBridge Dividend Strategy Fund

ClearBridge Dividend Strategy Fund is a registered fund series of Legg Mason Partners Investment Trust (series S000016665). Net assets $8.7B as of 2026-03-31.

Profile

Advisers

Top holdings (57 reported)

Showing 15 of 57 holdings by value.

HoldingTickerValue% of fund
WILLIAMS COS INC$408.5M467.41%
Exxon Mobil Corp.$332.7M380.68%
MICROSOFT CORP$316.7M362.43%
TEXAS INSTRUMENTS INC$260.0M297.51%
Alphabet Inc.$260.0M297.47%
NESTLE SA-SPONS ADR$254.9M291.67%
Air Products & Chemicals, Inc.$251.8M288.10%
Broadcom Inc$250.9M287.12%
Apollo Global Management Inc$235.3M269.28%
COMCAST CORP$203.7M233.12%
JPMORGAN CHASE & CO$203.5M232.86%
Public Storage$199.0M227.76%
UNION PACIFIC CORP$198.3M226.93%
Becton, Dickinson and Company$193.2M221.05%
Marsh & McLennan Companies, Inc.$188.4M215.55%

Net asset history

Report dateNet assets
2026-03-31$8.7B
2025-12-31$8.9B
2025-09-30$9.0B
2025-06-30$8.4B
2025-03-31$8.3B
2024-12-31$8.3B
2024-09-30$8.4B
2024-06-28$7.8B

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