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
476
$10.4M 0.01%
144,365
-661
477
$10.3M 0.01%
63,774
-2,382
478
$9.88M 0.01%
434,906
479
$9.23M 0.01%
174,734
-11,777
480
$9.04M 0.01%
118,930
-318
481
$8.87M 0.01%
65,063
-10,599
482
$8.7M 0.01%
260,416
-28,009
483
$8.64M 0.01%
77,500
-22,090
484
$8.62M 0.01%
177,477
-80,290
485
$8.49M 0.01%
2,009,251
-180,559
486
$8.48M 0.01%
250,392
+9,152
487
$8.45M 0.01%
1,252,518
-105,285
488
$8.44M 0.01%
66,800
489
$7.56M 0.01%
433,216
-7,292
490
$7.47M 0.01%
141,982
+2,238
491
$6.99M 0.01%
342,099
492
$6.97M 0.01%
181,960
-461
493
$6.68M 0.01%
233,548
+4,486
494
$6.47M 0.01%
403,376
-36,843
495
$6.45M 0.01%
139,868
-14,118
496
$6.44M 0.01%
104,620
+280
497
$6.06M 0.01%
315,420
498
$5.77M 0.01%
106,564
+2,080
499
$5.62M 0.01%
759,980
500
$5.55M 0.01%
213,316
-673
18 19
20
21 22