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
251
$59.6M 0.07%
2,510,972
-82,867
252
$59.4M 0.07%
1,451,798
-617,624
253
$59.1M 0.07%
1,107,787
+130,795
254
$59M 0.07%
1,378,556
+1,378,157
255
$58.6M 0.07%
1,358,754
-26,590
256
$57.7M 0.06%
1,262,683
257
$57.4M 0.06%
1,068,703
-5,380
258
$57.1M 0.06%
+1,702,866
259
$56.2M 0.06%
1,588,940
+1,569,812
260
$56.2M 0.06%
736,986
+3,732
261
$55.9M 0.06%
402,233
+891
262
$55.9M 0.06%
3,494,208
-117,876
263
$55.9M 0.06%
777,527
+1,506
264
$55.3M 0.06%
1,521,045
+156,941
265
$55M 0.06%
789,160
-14,509
266
$54.2M 0.06%
2,097,154
-51,311
267
$54M 0.06%
4,271,072
-28,754
268
$54M 0.06%
315,218
+52,484
269
$53M 0.06%
256,106
-13,207
270
$53M 0.06%
782,303
+250,579
271
$52.8M 0.06%
463,933
+2,831
272
$52.7M 0.06%
1,276,364
-1,344
273
$52.6M 0.06%
1,234,466
+145,641
274
$52.6M 0.06%
324,071
+77,997
275
$51.8M 0.06%
1,744,121
-3,305
9 10
11
12 13