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ClearBridge Dividend Strategy Q1 2026 Portfolio Positioning [Seeking Alpha]
Last broadcom inc. earnings: 3/12 04:15 pm
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US:NASDAQ Investor Relations: investors.broadcom.com
In IT, we exited Oracle and trimmed Broadcom. Our five-year investment in Oracle proved highly profitable as the company transitioned its business model from licensing to software-as-a-service. On the semiconductor side, we modestly reduced our position in Broadcom to fund our new investment in Taiwan Semiconductor. Luis Alvarez/DigitalVision via Getty Images The following segment was excerpted from the ClearBridge Dividend Strategy Q1 2026 Commentary Portfolio Positioning In a choppy first quarter, we took advantage of market volatility to reduce some positions on strength and add others This article was written by
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