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
401
$22M 0.02%
+1,641,701
402
$21.7M 0.02%
193,747
+5,957
403
$21.6M 0.02%
1,097,041
+2,240
404
$21.5M 0.02%
1,278,483
-52,850
405
$21.1M 0.02%
1,043,814
-2,832
406
$21M 0.02%
1,068,637
-13,865
407
$20.8M 0.02%
699,810
408
$20.7M 0.02%
360,084
-2,096
409
$20.5M 0.02%
543,027
+154
410
$20.4M 0.02%
3,357,864
411
$19.8M 0.02%
186,943
+22,717
412
$19.7M 0.02%
7,875
+2
413
$19.6M 0.02%
2,341,304
414
$19.5M 0.02%
325,954
-33,064
415
$19.3M 0.02%
1,245,900
416
$19.3M 0.02%
14,729
+88
417
$19.2M 0.02%
757,990
418
$19.2M 0.02%
439,395
+206,180
419
$18.8M 0.02%
2,195,589
-6,463
420
$18.6M 0.02%
202,864
+7,496
421
$18.5M 0.02%
648,643
422
$18.4M 0.02%
3,012,405
-557,756
423
$18.4M 0.02%
161,833
+8,364
424
$18.3M 0.02%
175,286
+170,450
425
$18.1M 0.02%
1,219,320
+725
15 16
17
18 19