# Portfolio overlap — LCILX vs AFDIX

Comparing **ClearBridge Sustainability Leaders Fund** (2026-04-30) and **Large Cap Equity Fund** (2026-01-31).

- Shared positions: 27
- ClearBridge Sustainability Leaders Fund covered by Large Cap Equity Fund: 0.4762200735413465471373093311
- Large Cap Equity Fund covered by ClearBridge Sustainability Leaders Fund: 0.4762200735413465471373093310

## ClearBridge Sustainability Leaders Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.081149 | ✓ |
| ALPHABET INC CL A | 0.056618 | ✓ |
| APPLE INC | 0.054480 | ✓ |
| AMAZON.COM INC | 0.049484 | ✓ |
| MICROSOFT CORP | 0.045306 | ✓ |
| JOHNSON&JOHNSON | 0.032701 |  |
| BROADCOM INC | 0.032287 | ✓ |
| JPMORGAN CHASE and CO | 0.028638 | ✓ |
| NETFLIX INC | 0.021683 | ✓ |
| TJX COS INC | 0.020759 | ✓ |
| LINDE PLC | 0.020393 |  |
| CENTERPOINT ENERGY INC | 0.019760 |  |
| VISA INC-CLASS A | 0.018921 | ✓ |
| UNITED RENTALS INC | 0.018883 | ✓ |
| TRAVELERS COS IN | 0.018199 |  |
| EQUINIX INC | 0.018164 | ✓ |
| DANAHER CORP | 0.017158 | ✓ |
| REPUBLIC SVCS | 0.016963 |  |
| BLACKROCK INC | 0.016330 | ✓ |
| US FOODS HOLDING CORP | 0.016282 |  |
| PALO ALTO NETWORKS INC | 0.016265 |  |
| ANALOG DEVICES INC | 0.015953 | ✓ |
| HOME DEPOT INC | 0.015286 | ✓ |
| ASML HOLDING-NY | 0.015198 |  |
| ASM INTERNATIONAL NV REG SHS ADR | 0.014836 |  |
| VULCAN MATERIALS CO | 0.014153 |  |
| FLEX LTD | 0.013631 |  |
| REGAL REXNORD CORP | 0.013537 |  |
| VALMONT INDUSTRIES INC | 0.013414 |  |
| PROCTER & GAMBLE | 0.013296 | ✓ |
| PROLOGIS INC REIT | 0.012764 | ✓ |
| BANK OF AMERICA CORPORATION | 0.012599 | ✓ |
| FERGUSON ENTERPRISES INC | 0.012224 | ✓ |
| EATON CORP PLC | 0.012061 |  |
| GILEAD SCIENCES INC | 0.011434 | ✓ |
| Brookfield Renewable Partners LP | 0.010981 |  |
| MORGAN STANLEY | 0.010953 | ✓ |
| CLEAN HARBORS INC | 0.010587 |  |
| UL SOLUTIONS INC CL A | 0.010250 |  |
| WALT DISNEY CO/T | 0.010044 |  |
| MCKESSON CORP | 0.009876 |  |
| JPMorgan 100% U.S. Treasury Securities Money Market Fund, Class L | 0.009427 |  |
| Western Asset Premier Institutional US Treasury Reserves | 0.009427 |  |
| METLIFE INC | 0.008924 | ✓ |
| SYNOPSYS INC | 0.008445 |  |
| ECOLAB INC | 0.007906 | ✓ |
| AMERICAN WATER WRKS COMPANY | 0.007832 |  |
| DEERE & CO | 0.007818 | ✓ |
| ARGENX SE SPONSORED ADR | 0.007690 |  |
| COSTCO WHOLESALE CORP | 0.007353 | ✓ |

## Large Cap Equity Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.085517 | ✓ |
| MICROSOFT CORP | 0.066801 | ✓ |
| ALPHABET INC CL A | 0.064563 | ✓ |
| APPLE INC | 0.047547 | ✓ |
| AMAZON.COM INC | 0.037596 | ✓ |
| BROADCOM INC | 0.031217 | ✓ |
| META PLATFORMS INC CL A | 0.024272 |  |
| NEXTERA ENERGY INC | 0.016890 |  |
| MASTERCARD INC CL A | 0.016687 |  |
| TESLA INC | 0.016049 |  |
| INTL BUS MACH CORP | 0.015346 |  |
| JPMORGAN CHASE and CO | 0.015140 | ✓ |
| LILLY ELI and CO | 0.014962 |  |
| BANK OF AMERICA CORPORATION | 0.014313 | ✓ |
| HOME DEPOT INC | 0.013551 | ✓ |
| REGIONS FINANCIAL CORP | 0.013051 |  |
| ANALOG DEVICES INC | 0.012609 | ✓ |
| CUMMINS INC | 0.011240 |  |
| TJX COS INC | 0.010685 | ✓ |
| PROCTER & GAMBLE | 0.010624 | ✓ |
| S&P GLOBAL INC | 0.010441 |  |
| WELLTOWER INC | 0.010243 |  |
| PROLOGIS INC REIT | 0.010192 | ✓ |
| LINDE PLC | 0.009607 |  |
| AMERICAN EXPRESS CO | 0.009535 |  |
| DANAHER CORP | 0.009532 | ✓ |
| ABBVIE INC | 0.009473 |  |
| CADENCE DESIGN SYSTEMS INC | 0.009146 |  |
| GILEAD SCIENCES INC | 0.008967 | ✓ |
| WILLIAMS COS INC | 0.008824 |  |
| GOLDMAN SACHS GROUP INC | 0.008745 |  |
| VISA INC-CLASS A | 0.008718 | ✓ |
| APPLIED MATERIALS INC | 0.008547 |  |
| SLB LTD | 0.008064 |  |
| THE CIGNA GROUP | 0.008036 |  |
| HONEYWELL INTL INC | 0.007846 |  |
| XYLEM INC | 0.007809 |  |
| TRANE TECHNOLOGI | 0.007725 |  |
| SYSCO CORP | 0.007714 |  |
| MORGAN STANLEY | 0.007539 | ✓ |
| PEPSICO INC | 0.007482 |  |
| MOTOROLA SOLUTIONS INC | 0.007459 |  |
| EATON CORP PLC | 0.007391 |  |
| THERMO FISHER SCIENTIFIC INC | 0.007296 |  |
| JOHNSON CONTROLS | 0.007063 |  |
| MARRIOTT INTL-A | 0.006987 |  |
| METLIFE INC | 0.006878 | ✓ |
| NETFLIX INC | 0.006859 | ✓ |
| CHENIERE ENERGY INC | 0.006733 |  |
| COSTCO WHOLESALE CORP | 0.006677 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000940400-26-024959` (as of 2026-04-30)
  <https://www.sec.gov/Archives/edgar/data/880366/000094040026024959/0000940400-26-024959-index.htm>
- N-PORT (fund B) — accession `0001193125-26-129677` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/100334/000119312526129677/0001193125-26-129677-index.htm>

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