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
$99.4B
AUM Growth
+$8.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$264M
3
+$238M
4
WMB icon
Williams Companies
WMB
+$229M
5
BIVV
Bioverativ Inc. Common Stock
BIVV
+$211M

Top Sells

1
+$572M
2
+$295M
3
+$236M
4
CTXS
Citrix Systems Inc
CTXS
+$187M
5
TRV icon
Travelers Companies
TRV
+$176M

Sector Composition

1 Healthcare 19.47%
2 Technology 17.14%
3 Communication Services 11.69%
4 Energy 10.29%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$15.7M 0.02%
534,325
+12,500
452
$15.6M 0.02%
908,761
+7,367
453
$15.6M 0.02%
644,000
454
$15.5M 0.02%
249,605
+40,229
455
$15.3M 0.02%
503,970
+675
456
$15.2M 0.02%
207,571
+177,940
457
$15.1M 0.02%
121,523
+19,061
458
$15M 0.02%
193,456
+28,540
459
$14.8M 0.01%
333,804
+25,625
460
$14.7M 0.01%
2,431,744
-28,178
461
$14.5M 0.01%
483,826
+70,974
462
$14.1M 0.01%
708,000
+58,000
463
$13.8M 0.01%
805,306
+58,266
464
$13.7M 0.01%
+429,240
465
$13.6M 0.01%
447,822
+445,276
466
$13.5M 0.01%
244,414
-671,558
467
$13.2M 0.01%
291,210
-24,082
468
$13.2M 0.01%
138,780
-5,530
469
$13.2M 0.01%
357,923
-1,804
470
$12.8M 0.01%
390,856
+16,141
471
$12.7M 0.01%
93,010
+2,994
472
$12.6M 0.01%
176,314
+3,561
473
$12.6M 0.01%
253,670
-13,730
474
$12.2M 0.01%
406,482
-6,814
475
$12.1M 0.01%
437,507
+556
17 18
19
20 21