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
$116B
AUM Growth
+$5.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$168M
3
+$138M
4
SRE icon
Sempra
SRE
+$112M
5
ULTA icon
Ulta Beauty
ULTA
+$104M

Top Sells

1
+$1.29B
2
+$522M
3
+$315M
4
AMZN icon
Amazon
AMZN
+$275M
5
UNH icon
UnitedHealth
UNH
+$218M

Sector Composition

1 Technology 27.4%
2 Healthcare 17.03%
3 Communication Services 11.17%
4 Consumer Discretionary 10.53%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$965M 0.83%
6,761,290
-381,524
27
$952M 0.82%
9,743,600
-49,903
28
$868M 0.75%
1,142,145
-58,063
29
$868M 0.75%
10,966,561
-956,599
30
$853M 0.73%
3,692,206
-223,946
31
$846M 0.73%
7,652,193
-354,500
32
$830M 0.71%
4,410,192
-241,288
33
$809M 0.7%
5,497,232
+84,857
34
$783M 0.67%
15,894,063
-409,065
35
$776M 0.67%
9,881,085
+432,284
36
$767M 0.66%
2,160,943
-88,513
37
$740M 0.64%
3,059,240
-201,239
38
$737M 0.63%
5,301,558
-263,861
39
$734M 0.63%
6,010,272
-723,200
40
$733M 0.63%
6,408,230
-491,377
41
$719M 0.62%
2,016,487
-106,113
42
$690M 0.59%
6,879,693
-242,798
43
$648M 0.56%
17,767,902
-340,321
44
$648M 0.56%
16,147,522
-253,316
45
$643M 0.55%
10,809,879
-525,297
46
$640M 0.55%
4,171,013
-114,611
47
$636M 0.55%
2,839,156
+465,028
48
$630M 0.54%
15,455,688
-397,818
49
$614M 0.53%
3,617,571
-68,865
50
$608M 0.52%
4,417,963
+409,873
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