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
351
$32.4M 0.04%
353,462
-121,502
352
$31.9M 0.04%
179,148
-9,214
353
$31.5M 0.04%
220,025
354
$30.9M 0.03%
534,607
-82,790
355
$30.8M 0.03%
2,057,881
-15,380
356
$30.8M 0.03%
1,078,648
+152,459
357
$30.8M 0.03%
847,243
+120,323
358
$30.7M 0.03%
1,471,582
359
$30.7M 0.03%
690,603
+76,875
360
$30.5M 0.03%
1,255,626
-7,880
361
$30.3M 0.03%
1,667,293
362
$30.1M 0.03%
1,252,387
363
$30.1M 0.03%
412,477
-1,406,977
364
$30M 0.03%
378,536
+69,168
365
$29.5M 0.03%
2,549,830
-6,777
366
$29.4M 0.03%
896,363
-248,075
367
$29.3M 0.03%
1,266,150
368
$28.8M 0.03%
148,795
+1,650
369
$28.6M 0.03%
785,482
-232,930
370
$28.2M 0.03%
506,790
+75,151
371
$28.2M 0.03%
257,650
-31,000
372
$28.1M 0.03%
788,505
+78,908
373
$27.8M 0.03%
353,210
-95,200
374
$27.6M 0.03%
3,749,224
-5,597
375
$27.5M 0.03%
217,976
-1,877
13 14
15
16 17