ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$399M
2
+$301M
3
+$300M
4
ISRG icon
Intuitive Surgical
ISRG
+$287M
5
BABA icon
Alibaba
BABA
+$232M

Top Sells

1
+$923M
2
+$574M
3
+$500M
4
UNH icon
UnitedHealth
UNH
+$305M
5
AMGN icon
Amgen
AMGN
+$246M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.35%
4 Industrials 10.2%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$24.8M 0.02%
588,385
-241,596
477
$24.6M 0.02%
984,743
-560,686
478
$24.5M 0.02%
251,900
-40
479
$24.5M 0.02%
886,609
-35,651
480
$24.5M 0.02%
+50,059
481
$24.2M 0.02%
+2,875,520
482
$23.9M 0.02%
1,925,972
+24,397
483
$23.9M 0.02%
+94,356
484
$23.9M 0.02%
776,874
-13,962
485
$23.8M 0.02%
416,961
+409,081
486
$23.8M 0.02%
295,666
-1,423
487
$23.5M 0.02%
2,298,904
+938
488
$23.5M 0.02%
1,588,330
-24,000
489
$23.4M 0.02%
494,302
-2,288
490
$23.2M 0.02%
146,148
-85,502
491
$23M 0.02%
18,380
+3,663
492
$22.8M 0.02%
1,037,195
-120,492
493
$22.6M 0.02%
1,822,846
-9,337
494
$22.6M 0.02%
475,121
-2,109
495
$22.5M 0.02%
428,378
+186,378
496
$22.4M 0.02%
697,877
-66,246
497
$22.3M 0.02%
373,555
-1,720
498
$22M 0.02%
1,148,913
-5,887
499
$21.9M 0.02%
444,682
-2,116
500
$21.7M 0.02%
1,137,981
-35,150
18 19
20
21 22