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
426
$17.9M 0.02%
663,050
427
$17.7M 0.02%
3,555,470
-151,041
428
$17.6M 0.02%
118,091
+5,984
429
$17.5M 0.02%
+585,265
430
$17.3M 0.02%
50,241
431
$17.2M 0.02%
2,592,940
-228,615
432
$17.1M 0.02%
502,071
-836
433
$16.6M 0.02%
+595,260
434
$16.4M 0.02%
384,513
-8,307
435
$16.1M 0.02%
324,956
+11,966
436
$16M 0.02%
252,494
+23,977
437
$15.9M 0.02%
762,940
-434
438
$15.8M 0.02%
1,282,994
+26,423
439
$15.7M 0.02%
1,560,984
-4,596
440
$15.6M 0.02%
540,301
+8,435
441
$15.1M 0.02%
520,000
-7,500
442
$15M 0.02%
491,960
-190
443
$15M 0.02%
775,736
-1,703
444
$14.9M 0.02%
859,854
-13,197
445
$14.7M 0.02%
2,619,322
-28,450
446
$14.5M 0.02%
628,900
-105,503
447
$14.1M 0.02%
469,295
+3,472
448
$14.1M 0.02%
1,327,090
-5,000
449
$13.9M 0.02%
524,821
-2,092
450
$13.8M 0.02%
125,843
-48,276
16 17
18
19 20