ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.2B
AUM Growth
-$8.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$207M
2
+$127M
3
+$111M
4
SYK icon
Stryker
SYK
+$109M
5
MRSH
Marsh
MRSH
+$107M

Top Sells

1
+$414M
2
+$254M
3
+$238M
4
DIS icon
Walt Disney
DIS
+$180M
5
UPS icon
United Parcel Service
UPS
+$173M

Sector Composition

1 Technology 24.21%
2 Healthcare 18.51%
3 Financials 12.11%
4 Industrials 11.34%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$13.5M 0.01%
616,905
-1,409
477
$13.5M 0.01%
554,677
+95,950
478
$13.4M 0.01%
1,321,831
-140,134
479
$13.4M 0.01%
361,375
-43,494
480
$13.3M 0.01%
988,680
481
$13.2M 0.01%
314,552
-1,111
482
$13.1M 0.01%
167,379
-72,512
483
$13.1M 0.01%
259,449
484
$13M 0.01%
223,966
-961
485
$12.9M 0.01%
733,122
-2,063
486
$12.8M 0.01%
303,981
-111,426
487
$12.7M 0.01%
481,477
-2,827
488
$12.6M 0.01%
812,912
-113,566
489
$12.6M 0.01%
642,432
+152,299
490
$12.6M 0.01%
260,270
-52,307
491
$12.6M 0.01%
774,968
+26,125
492
$12.5M 0.01%
670,535
-1,190
493
$12.4M 0.01%
193,637
494
$12.2M 0.01%
267,183
+2,581
495
$12.2M 0.01%
115,174
-27,054
496
$12.2M 0.01%
268,109
-35,396
497
$12.1M 0.01%
257,238
-1,342
498
$11.8M 0.01%
+97,572
499
$11.8M 0.01%
781,375
-199,532
500
$11.7M 0.01%
933,113
+46,414
18 19
20
21 22