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
276
$51.6M 0.06%
2,235,906
-2,084
277
$51.5M 0.06%
867,011
+385,081
278
$51.5M 0.06%
2,019,628
-5,852
279
$51M 0.06%
880,804
+115,887
280
$50.9M 0.06%
290,437
+20,424
281
$50.3M 0.06%
331,333
+38,976
282
$49.9M 0.06%
647,764
+20,237
283
$49.5M 0.06%
2,276,350
-134,650
284
$49.3M 0.06%
1,182,600
+77,800
285
$48.9M 0.06%
1,069,144
+155,208
286
$48.8M 0.05%
2,778,399
-48,428
287
$48.4M 0.05%
1,270,912
-4,121
288
$48.2M 0.05%
626,010
+55,661
289
$48M 0.05%
1,914,339
-24,243
290
$48M 0.05%
481,415
-7,145
291
$47.1M 0.05%
548,125
+4,170
292
$47M 0.05%
606,359
-1,277
293
$46.8M 0.05%
+5,844,257
294
$46.4M 0.05%
1,897,486
+247,322
295
$46.2M 0.05%
+1,477,244
296
$45.6M 0.05%
1,972,591
-11,753
297
$45.1M 0.05%
1,010,861
-2,045
298
$44.9M 0.05%
2,246,472
+6,471
299
$44.5M 0.05%
2,456,510
-487,275
300
$44.4M 0.05%
611,806
+10,336
10 11
12
13 14