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
401
$25.3M 0.03%
1,426,823
-909,344
402
$25M 0.03%
505,196
403
$24.8M 0.03%
115,784
-1,793
404
$24.7M 0.03%
1,592,600
+71,990
405
$24.2M 0.02%
466,222
+841
406
$23.8M 0.02%
1,403,441
+5,908
407
$23.4M 0.02%
2,636,386
+3,992
408
$23.2M 0.02%
732,490
409
$23.1M 0.02%
4,825,543
-546,522
410
$22.4M 0.02%
691,960
-111
411
$22.1M 0.02%
559,623
+73
412
$22.1M 0.02%
691,407
-425,222
413
$21.9M 0.02%
817,145
-1,139
414
$21.4M 0.02%
318,103
-22,162
415
$21.1M 0.02%
54,649
-678
416
$20.7M 0.02%
405,718
417
$20.5M 0.02%
805,384
+1,186
418
$20.4M 0.02%
524,110
-600
419
$20.3M 0.02%
383,643
+44,481
420
$20.3M 0.02%
190,500
-66
421
$19.8M 0.02%
623,168
+2,661
422
$19.7M 0.02%
1,145,394
+142,799
423
$19.6M 0.02%
654,356
-23,465
424
$19.5M 0.02%
584,122
-1,596
425
$19.2M 0.02%
+570,911
15 16
17
18 19