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
$99.4B
AUM Growth
+$8.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$264M
3
+$238M
4
WMB icon
Williams Companies
WMB
+$229M
5
BIVV
Bioverativ Inc. Common Stock
BIVV
+$211M

Top Sells

1
+$572M
2
+$295M
3
+$236M
4
CTXS
Citrix Systems Inc
CTXS
+$187M
5
TRV icon
Travelers Companies
TRV
+$176M

Sector Composition

1 Healthcare 19.47%
2 Technology 17.14%
3 Communication Services 11.69%
4 Energy 10.29%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7.5M 0.01%
134,576
-8,972
502
$7.42M 0.01%
97,854
+72,926
503
$7.31M 0.01%
55,231
-1,603
504
$7.28M 0.01%
61,247
-6,000
505
$7.24M 0.01%
229,363
-8,478
506
$6.52M 0.01%
439,313
+18,584
507
$6.52M 0.01%
+438,888
508
$6.34M 0.01%
315,420
509
$6.33M 0.01%
375,952
+895
510
$6.19M 0.01%
280,239
+8,540
511
$6.11M 0.01%
571,210
-13,519
512
$5.92M 0.01%
235,508
513
$5.92M 0.01%
46,885
-11,480
514
$5.92M 0.01%
306,507
-46,923
515
$5.39M 0.01%
103,888
-1,752
516
$5.19M 0.01%
80,491
+2,522
517
$5.16M 0.01%
124,865
+4,730
518
$5.08M 0.01%
247,259
-1,670
519
$5.02M 0.01%
110,861
+43,782
520
$4.67M ﹤0.01%
93,914
-4,000
521
$4.49M ﹤0.01%
57,748
-600
522
$4.49M ﹤0.01%
64,956
523
$4.47M ﹤0.01%
213,206
-123
524
$4.42M ﹤0.01%
+362,300
525
$4.4M ﹤0.01%
76,045
+61
19 20
21
22 23