ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
26
$1.03B 0.9%
12,872,228
-30,915
27
$992M 0.87%
7,675,527
+122,722
28
$989M 0.86%
3,396,210
+268,846
29
$981M 0.86%
5,063,551
+47,312
30
$965M 0.84%
6,536,576
-313,518
31
$850M 0.74%
5,015,885
-161,981
32
$846M 0.74%
41,071,265
+1,480,411
33
$844M 0.74%
11,062,731
+1,640,650
34
$789M 0.69%
6,703,480
-30,169
35
$730M 0.64%
3,300,901
-315,735
36
$729M 0.64%
11,946,140
-280,500
37
$727M 0.63%
12,051,051
+588,490
38
$726M 0.63%
7,949,013
-481,555
39
$712M 0.62%
16,231,395
-1,470,477
40
$712M 0.62%
8,289,031
+482,384
41
$700M 0.61%
5,916,458
+98,512
42
$699M 0.61%
4,223,745
+615,224
43
$696M 0.61%
23,852,818
+693,977
44
$685M 0.6%
2,305,846
-7,507
45
$684M 0.6%
5,502,673
+67,495
46
$669M 0.58%
5,642,418
+131,516
47
$663M 0.58%
15,840,807
+440,964
48
$658M 0.57%
13,055,032
+3,889,473
49
$641M 0.56%
1,111,619
-141,949
50
$635M 0.55%
3,796,325
+333,867
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