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
501
$5.51M 0.01%
353,611
502
$5.45M 0.01%
415,057
-39,432
503
$5.45M 0.01%
184,800
504
$5.37M 0.01%
241,812
+21,700
505
$5.33M 0.01%
297,586
-579,274
506
$5.22M 0.01%
109,643
-4,573
507
$5.12M 0.01%
215,919
+83,166
508
$5.09M 0.01%
620,951
-68,871
509
$5.08M 0.01%
298,400
510
$5.01M 0.01%
97,614
-2,550
511
$4.74M 0.01%
129,545
-5,988
512
$4.55M 0.01%
78,109
+176
513
$4.44M 0.01%
299,100
-1,245
514
$4.42M 0.01%
88,354
-50,000
515
$4.41M 0.01%
86,289
-8,033
516
$4.4M 0.01%
58,840
-3,295
517
$4.33M ﹤0.01%
146,130
-7,700
518
$4.29M ﹤0.01%
77,222
519
$4.26M ﹤0.01%
673,626
-532,212
520
$4.26M ﹤0.01%
465,177
-67,379
521
$4.21M ﹤0.01%
118,480
-1,184,726
522
$4.2M ﹤0.01%
120,115
+92
523
$4.15M ﹤0.01%
148,895
+99,894
524
$4.07M ﹤0.01%
82,847
-9,041
525
$4.04M ﹤0.01%
227,973
-48,000
19 20
21
22 23