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
451
$16.1M 0.02%
345,600
-62,556
452
$16M 0.02%
561,442
-399,208
453
$15.9M 0.02%
543,000
-864
454
$15.7M 0.02%
818,430
-101,674
455
$15.6M 0.02%
842,429
-3,197
456
$15.6M 0.02%
358,638
-16,982
457
$15.2M 0.02%
303,685
-576
458
$15.2M 0.02%
2,026,584
+77,400
459
$15.2M 0.02%
3,173,938
-866,964
460
$15.1M 0.02%
1,158,974
+24,983
461
$15.1M 0.02%
1,033,807
+228,795
462
$15M 0.02%
137,757
-395
463
$15M 0.02%
183,057
+3,319
464
$14.8M 0.01%
177,582
-13,782
465
$14.7M 0.01%
971,642
-3,101
466
$14.4M 0.01%
161,218
-2,995
467
$14.4M 0.01%
1,107,010
468
$14.4M 0.01%
584,858
+100,895
469
$14.3M 0.01%
647,483
-212,212
470
$14.1M 0.01%
867,593
-100,057
471
$14.1M 0.01%
528,541
+16,810
472
$13.9M 0.01%
314,977
-3,959
473
$13.9M 0.01%
+277,748
474
$13.8M 0.01%
2,361,726
+30,215
475
$13.6M 0.01%
271,011
-9,952
17 18
19
20 21