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
$98.9B
AUM Growth
-$17.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$596M
2
+$318M
3
+$263M
4
ET icon
Energy Transfer Partners
ET
+$243M
5
VMC icon
Vulcan Materials
VMC
+$192M

Top Sells

1
+$621M
2
+$388M
3
+$360M
4
RHT
Red Hat Inc
RHT
+$296M
5
UNH icon
UnitedHealth
UNH
+$187M

Sector Composition

1 Technology 19.36%
2 Healthcare 18.64%
3 Communication Services 12.15%
4 Financials 11.38%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$11.6M 0.01%
466,756
-646
502
$11.6M 0.01%
175,464
-31,660
503
$11.6M 0.01%
343,110
+230
504
$11.6M 0.01%
402,749
-234,281
505
$11.6M 0.01%
221,487
+5,207
506
$11.4M 0.01%
+237,130
507
$11.3M 0.01%
335,263
+83,326
508
$11.2M 0.01%
321,137
+15,738
509
$11.2M 0.01%
2,671,273
+895,067
510
$11M 0.01%
1,725,420
-22,540
511
$10.9M 0.01%
1,005,938
-73,901
512
$10.9M 0.01%
572,463
-18,587
513
$10.9M 0.01%
2,751,734
-59,800
514
$10.8M 0.01%
275,981
-7,723
515
$10.8M 0.01%
193,800
-113,960
516
$10.7M 0.01%
814,096
+256
517
$10.7M 0.01%
991,229
-36,747
518
$10.7M 0.01%
116,883
+4,341
519
$10.5M 0.01%
384,649
+71,024
520
$10.3M 0.01%
438,560
-16,247
521
$10.3M 0.01%
1,122,938
+218,805
522
$10.3M 0.01%
211,696
+12,430
523
$10.2M 0.01%
268,882
+5,512
524
$10M 0.01%
170,965
+161,455
525
$10M 0.01%
296,566
-3,864
19 20
21
22 23