ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $133B
1-Year Est. Return 26.42%
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.8B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$904M
2
+$172M
3
+$103M
4
USB icon
US Bancorp
USB
+$103M
5
WFT
Weatherford International plc
WFT
+$83.9M

Top Sells

1
+$881M
2
+$158M
3
+$114M
4
OXY icon
Occidental Petroleum
OXY
+$103M
5
JPM icon
JPMorgan Chase
JPM
+$93.4M

Sector Composition

1 Healthcare 20.2%
2 Technology 16.63%
3 Communication Services 11.98%
4 Energy 10.2%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64.9M 0.07%
1,520,514
-6,398
227
$64.4M 0.07%
1,328,578
228
$64.3M 0.07%
925,986
+132,909
229
$64.3M 0.07%
900,578
-16,441
230
$63.7M 0.07%
773,927
+405,225
231
$63.5M 0.07%
3,169,726
-58,103
232
$63.3M 0.07%
513,464
+58,618
233
$63.2M 0.07%
1,862,157
234
$63.2M 0.07%
500,951
-1,793
235
$63.1M 0.07%
618,921
-7,958
236
$62.9M 0.07%
9,390,040
-34,960
237
$62.7M 0.07%
529,367
+104,317
238
$62.6M 0.07%
4,287,251
-20,485
239
$62.5M 0.07%
1,867,168
+196,708
240
$62.5M 0.07%
1,021,184
-4,057
241
$62.3M 0.07%
1,322,210
-7,552
242
$62.3M 0.07%
2,288,660
-31,286
243
$62.2M 0.07%
959,800
-1,891
244
$61.1M 0.07%
1,298,781
-5,462
245
$60.7M 0.07%
2,814,796
-41,546
246
$60.4M 0.07%
417,699
+115,698
247
$60M 0.07%
1,289,086
-2,089
248
$59.9M 0.07%
2,241,896
-50,000
249
$59.7M 0.07%
2,039,036
250
$59.7M 0.07%
933,797
-9,186
8 9
10
11 12