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
$113B
AUM Growth
+$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$302M
3
+$211M
4
KMI icon
Kinder Morgan
KMI
+$206M
5
AAP icon
Advance Auto Parts
AAP
+$166M

Top Sells

1
+$660M
2
+$312M
3
+$169M
4
PEP icon
PepsiCo
PEP
+$166M
5
HR icon
Healthcare Realty
HR
+$156M

Sector Composition

1 Technology 20.02%
2 Healthcare 16.43%
3 Communication Services 12.48%
4 Financials 11.32%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12.3M 0.01%
453,490
+14,930
502
$12.2M 0.01%
1,024,979
+33,750
503
$12.2M 0.01%
998,178
-7,760
504
$12.1M 0.01%
+259,811
505
$12M 0.01%
321,564
-269,923
506
$12M 0.01%
1,816,293
-213,702
507
$11.9M 0.01%
286,520
-46,506
508
$11.8M 0.01%
474,623
+15,630
509
$11.8M 0.01%
211,186
-10,301
510
$11.7M 0.01%
290,588
-19,035
511
$11.6M 0.01%
821,310
-154,977
512
$11.6M 0.01%
106,109
-63,675
513
$11.6M 0.01%
311,439
+14,873
514
$11.6M 0.01%
416,460
+13,711
515
$11.5M 0.01%
2,595,058
+24,440
516
$11.4M 0.01%
2,736,354
-15,380
517
$11.3M 0.01%
+146,526
518
$11.1M 0.01%
1,132,453
-29,333
519
$11.1M 0.01%
132,238
+544
520
$11.1M 0.01%
267,590
+8,820
521
$10.9M 0.01%
273,860
-2,121
522
$10.7M 0.01%
264,145
-4,737
523
$10.5M 0.01%
358,736
+4
524
$10.5M 0.01%
1,565,574
-24,592
525
$10.5M 0.01%
6,559
+23
19 20
21
22 23