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
26
$672M 0.76%
7,775,627
-102,388
27
$669M 0.75%
5,840,125
-14,687
28
$654M 0.74%
5,976,537
+182,396
29
$647M 0.73%
14,638,505
-494,522
30
$645M 0.73%
16,600,240
+655,440
31
$637M 0.72%
7,299,009
-275,774
32
$633M 0.71%
6,816,935
+712,891
33
$616M 0.69%
11,994,401
-850,739
34
$612M 0.69%
8,721,959
+166,952
35
$607M 0.68%
55,891,532
+1,728,937
36
$602M 0.68%
14,214,677
+1,423,215
37
$584M 0.66%
13,947,460
+909,500
38
$576M 0.65%
5,130,712
-23,566
39
$530M 0.6%
7,957,226
-1,403,291
40
$529M 0.6%
4,346,699
+75,787
41
$525M 0.59%
4,162,803
+69,744
42
$518M 0.58%
3,804,811
-29,186
43
$504M 0.57%
10,194,465
-223,148
44
$491M 0.55%
4,335,078
-455,336
45
$489M 0.55%
5,915,307
+274,251
46
$487M 0.55%
6,113,968
-124,698
47
$486M 0.55%
4,700,417
+30,146
48
$481M 0.54%
17,850,841
-364,828
49
$472M 0.53%
15,376,655
-1,756,852
50
$468M 0.53%
12,408,689
-1,772,021
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