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
$116B
AUM Growth
+$5.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$168M
3
+$138M
4
SRE icon
Sempra
SRE
+$112M
5
ULTA icon
Ulta Beauty
ULTA
+$104M

Top Sells

1
+$1.29B
2
+$522M
3
+$315M
4
AMZN icon
Amazon
AMZN
+$275M
5
UNH icon
UnitedHealth
UNH
+$218M

Sector Composition

1 Technology 27.4%
2 Healthcare 17.03%
3 Communication Services 11.17%
4 Consumer Discretionary 10.51%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$46.8M 0.04%
218,574
-26,037
302
$46.7M 0.04%
449,625
-28,504
303
$46.7M 0.04%
395,551
-1,497
304
$46.4M 0.04%
805,643
+217,383
305
$45.8M 0.04%
666,048
-23,442
306
$45.1M 0.04%
1,920,867
-7,286
307
$44.6M 0.04%
274,032
-478
308
$43.7M 0.04%
1,493,247
+6,167
309
$43.5M 0.04%
437,806
+1,666
310
$42.7M 0.04%
1,012,434
-723,645
311
$42.7M 0.04%
223,575
+7,924
312
$42.4M 0.04%
664,336
-7,986
313
$41.8M 0.04%
+881,922
314
$41.7M 0.04%
1,629,925
+254
315
$41.4M 0.04%
210,220
-12,509
316
$41.4M 0.04%
624,270
+307
317
$40.7M 0.04%
4,592,647
-149,673
318
$39.8M 0.03%
3,391,028
+359
319
$39.6M 0.03%
1,801,022
-47
320
$39.3M 0.03%
1,983,585
+2,555
321
$39M 0.03%
430,996
+1,152
322
$39M 0.03%
2,939,768
+2,217,190
323
$38.7M 0.03%
944,291
-7,777
324
$38.6M 0.03%
+307,254
325
$38.5M 0.03%
369,646
-112,200
11 12
13
14 15