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
$115B
AUM Growth
-$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$430M
3
+$263M
4
EIX icon
Edison International
EIX
+$262M
5
UPS icon
United Parcel Service
UPS
+$261M

Top Sells

1
+$1.23B
2
+$1B
3
+$424M
4
CAT icon
Caterpillar
CAT
+$368M
5
BLK icon
Blackrock
BLK
+$279M

Sector Composition

1 Technology 20.89%
2 Healthcare 15.12%
3 Communication Services 12.85%
4 Financials 11.39%
5 Industrials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$17.6M 0.02%
475,248
+372,338
452
$17.5M 0.02%
366,000
+52,730
453
$17.3M 0.02%
1,376,967
+241,792
454
$17.3M 0.02%
15,189
+950
455
$17.2M 0.02%
425,096
-305
456
$17.1M 0.01%
222,636
+15,250
457
$17.1M 0.01%
323,374
-27,029
458
$17.1M 0.01%
339,259
-31,215
459
$16.9M 0.01%
354,426
-341,111
460
$16.9M 0.01%
1,044,882
+1,043,882
461
$16.7M 0.01%
301,371
+6,012
462
$16.5M 0.01%
402,505
-33,447
463
$16.5M 0.01%
495,496
-7,114
464
$16.4M 0.01%
367,425
+302,673
465
$16.3M 0.01%
938,718
-78,098
466
$16.3M 0.01%
435,920
-276,119
467
$16.2M 0.01%
434,003
+46,508
468
$16.2M 0.01%
728,936
469
$16.1M 0.01%
190,456
-18,342
470
$16.1M 0.01%
+940,180
471
$16M 0.01%
+740,970
472
$16M 0.01%
185,454
+13,210
473
$15.9M 0.01%
192,296
+8,573
474
$15.8M 0.01%
502,396
+20,600
475
$15.8M 0.01%
750,769
-66,164
17 18
19
20 21