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
251
$69.4M 0.06%
411,691
+5,103
252
$69.2M 0.06%
3,882,850
+975,210
253
$68.8M 0.06%
2,241,729
-16,259
254
$68.2M 0.06%
2,189,310
+151,180
255
$67.4M 0.06%
466,551
-1,158
256
$67.3M 0.06%
614,889
+87,270
257
$67.2M 0.06%
1,600,482
-36,647
258
$67.1M 0.06%
690,247
+62,185
259
$66.8M 0.06%
2,315,820
+8,514
260
$66.8M 0.06%
5,311,564
-76,043
261
$66.5M 0.06%
777,580
-17,097
262
$66.3M 0.06%
4,541,291
+485,000
263
$66.2M 0.06%
453,179
+82,050
264
$65.9M 0.06%
1,527,060
+30,362
265
$65.5M 0.06%
1,024,616
-9,335
266
$65.1M 0.06%
2,703,833
-447,841
267
$65M 0.06%
1,029,178
-246,747
268
$65M 0.06%
919,995
+2,834
269
$64.8M 0.06%
170,439
-4,322
270
$64.6M 0.06%
1,390,440
+241,405
271
$64.5M 0.06%
2,132,178
+36,997
272
$63.8M 0.06%
3,450,238
+739,663
273
$63.2M 0.06%
1,723,977
-193,018
274
$63.1M 0.06%
1,041,111
-7,378
275
$62.9M 0.05%
2,204,056
+381,048
9 10
11
12 13