ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123B
AUM Growth
+$8.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$325M
2
+$257M
3
+$239M
4
AVGO icon
Broadcom
AVGO
+$231M
5
BA icon
Boeing
BA
+$202M

Top Sells

1
+$398M
2
+$335M
3
+$279M
4
PEP icon
PepsiCo
PEP
+$270M
5
ZTS icon
Zoetis
ZTS
+$264M

Sector Composition

1 Technology 28.62%
2 Financials 13%
3 Industrials 11.15%
4 Healthcare 10.73%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$837M 0.68%
3,336,133
+1,294,573
27
$833M 0.68%
1,623,822
+139,991
28
$829M 0.67%
17,522,676
+48,106
29
$823M 0.67%
5,385,683
-491,873
30
$811M 0.66%
17,905,505
+41,126
31
$797M 0.65%
3,607,409
-40,367
32
$797M 0.65%
2,507,516
+24,417
33
$789M 0.64%
12,560,023
-2,378,297
34
$788M 0.64%
2,891,497
-463,024
35
$781M 0.63%
6,298,686
+807,314
36
$763M 0.62%
1,927,316
-100,166
37
$757M 0.61%
5,722,823
+811,572
38
$738M 0.6%
9,929,160
-443,489
39
$719M 0.58%
922,593
-95,094
40
$700M 0.57%
2,936,900
-122,077
41
$692M 0.56%
19,382,359
+1,547,462
42
$691M 0.56%
5,596,242
-278,215
43
$683M 0.55%
15,766,065
+193,551
44
$680M 0.55%
1,527,864
-151,307
45
$658M 0.53%
3,818,880
+326,625
46
$651M 0.53%
6,974,844
-1,752,019
47
$634M 0.51%
6,914,648
+1,835,216
48
$633M 0.51%
2,425,754
-236,404
49
$630M 0.51%
9,129,220
+646,838
50
$629M 0.51%
8,885,819
-632,708
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