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
$115B
AUM Growth
-$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$430M
3
+$263M
4
EIX icon
Edison International
EIX
+$262M
5
UPS icon
United Parcel Service
UPS
+$261M

Top Sells

1
+$1.23B
2
+$1B
3
+$424M
4
CAT icon
Caterpillar
CAT
+$368M
5
BLK icon
Blackrock
BLK
+$279M

Sector Composition

1 Technology 20.89%
2 Healthcare 15.12%
3 Communication Services 12.85%
4 Financials 11.39%
5 Industrials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$80.4M 0.07%
831,378
-698
227
$79.7M 0.07%
1,450,717
-18,825
228
$79.3M 0.07%
1,949,809
229
$77.4M 0.07%
1,300,917
-27,022
230
$77.1M 0.07%
881,948
-7,724
231
$76.8M 0.07%
506,830
-1,055
232
$76.7M 0.07%
3,187,685
+171,118
233
$76.6M 0.07%
1,079,009
-5,376
234
$76.4M 0.07%
1,270,405
-20,862
235
$76.3M 0.07%
1,890,413
-56,859
236
$75.6M 0.07%
2,729,787
-5,858
237
$74.9M 0.07%
2,501,135
+626
238
$73.9M 0.06%
3,818,765
+61,730
239
$73.7M 0.06%
598,118
-4,959
240
$73.6M 0.06%
2,753,499
+1,385,780
241
$73.4M 0.06%
541,002
+15,131
242
$72.3M 0.06%
1,797,630
-61,282
243
$72.2M 0.06%
586,036
-64,616
244
$72.1M 0.06%
345,040
-39,493
245
$71.9M 0.06%
484,458
+147,714
246
$71.6M 0.06%
1,418,181
+285,491
247
$70.9M 0.06%
768,487
-2,685
248
$70.6M 0.06%
466,792
-19,412
249
$70.2M 0.06%
180,059
+5,315
250
$70.1M 0.06%
425,566
+445
8 9
10
11 12