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
$113B
AUM Growth
+$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$302M
3
+$211M
4
KMI icon
Kinder Morgan
KMI
+$206M
5
AAP icon
Advance Auto Parts
AAP
+$166M

Top Sells

1
+$660M
2
+$312M
3
+$169M
4
PEP icon
PepsiCo
PEP
+$166M
5
HR icon
Healthcare Realty
HR
+$156M

Sector Composition

1 Technology 20.02%
2 Healthcare 16.43%
3 Communication Services 12.48%
4 Financials 11.32%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$81.9M 0.07%
814,923
+10,266
227
$79.4M 0.07%
4,271,948
+23,539
228
$79.2M 0.07%
3,674,551
+47,837
229
$78.6M 0.07%
836,949
-193,714
230
$78.1M 0.07%
1,126,583
+144,973
231
$76.6M 0.07%
1,857,920
-6,180
232
$76M 0.07%
5,032,479
+157,488
233
$75.8M 0.07%
5,747,789
-4,255
234
$75.4M 0.07%
1,342,815
-5,278
235
$75.2M 0.07%
3,579,532
+4,721
236
$75.1M 0.07%
4,296,419
+37,979
237
$75.1M 0.07%
2,388,246
+926,226
238
$73.3M 0.06%
105,059,701
-2,609,212
239
$73.2M 0.06%
2,075,158
-111,314
240
$73M 0.06%
480,763
+26,158
241
$72.8M 0.06%
1,949,809
242
$72.6M 0.06%
413,693
+5,875
243
$72.2M 0.06%
2,895,781
+131,999
244
$72.2M 0.06%
547,349
+4,266
245
$71.6M 0.06%
2,897,282
+14,610
246
$71.5M 0.06%
2,008,352
+157,579
247
$71.4M 0.06%
455,975
-50
248
$71.4M 0.06%
433,555
-43,382
249
$71.2M 0.06%
2,704,471
+123,499
250
$70.3M 0.06%
1,013,273
+3,237
8 9
10
11 12