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
$99.2B
AUM Growth
-$8.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$119M
3
+$105M
4
MMC icon
Marsh & McLennan
MMC
+$99.3M
5
GM icon
General Motors
GM
+$96.9M

Top Sells

1
+$336M
2
+$229M
3
+$185M
4
DIS icon
Walt Disney
DIS
+$158M
5
UPS icon
United Parcel Service
UPS
+$148M

Sector Composition

1 Technology 24.21%
2 Healthcare 18.51%
3 Financials 12.11%
4 Industrials 11.32%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$42.8M 0.04%
543,461
+2,236
327
$42.8M 0.04%
3,219,331
+10,471
328
$42.6M 0.04%
272,959
+40
329
$42.3M 0.04%
593,563
-20,049
330
$42M 0.04%
304,818
+4,833
331
$41.9M 0.04%
1,891,272
+6,192
332
$41.6M 0.04%
687,135
-9,669
333
$41.5M 0.04%
1,269,152
+97,023
334
$41.4M 0.04%
1,620,390
335
$41.2M 0.04%
1,459,892
+1,148
336
$40.8M 0.04%
564,917
+354,252
337
$40.7M 0.04%
522,008
-224
338
$40.5M 0.04%
943,905
+8,536
339
$40.5M 0.04%
1,033,804
+57,033
340
$39.8M 0.04%
524,970
+88,382
341
$39.7M 0.04%
525,553
-4,444,293
342
$39.6M 0.04%
923,314
+3,933
343
$39.5M 0.04%
3,077,633
-51,588
344
$39.3M 0.04%
540,160
-67,100
345
$38.9M 0.04%
1,117,941
346
$38.9M 0.04%
382,915
+26,708
347
$38.8M 0.04%
413,538
-110,113
348
$38.8M 0.04%
517,342
+1,501
349
$38.5M 0.04%
23,403
-36,974
350
$38.2M 0.04%
891,216
-4,686
12 13
14
15 16