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
$115B
AUM Growth
-$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$430M
3
+$263M
4
EIX icon
Edison International
EIX
+$262M
5
UPS icon
United Parcel Service
UPS
+$261M

Top Sells

1
+$1.23B
2
+$1B
3
+$424M
4
CAT icon
Caterpillar
CAT
+$368M
5
BLK icon
Blackrock
BLK
+$279M

Sector Composition

1 Technology 20.89%
2 Healthcare 15.12%
3 Communication Services 12.85%
4 Financials 11.39%
5 Industrials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12.6M 0.01%
750,334
+358,491
502
$12.5M 0.01%
143,146
-1,700
503
$12.2M 0.01%
118,645
-14,787
504
$12.2M 0.01%
+502,831
505
$12M 0.01%
976,551
+25,753
506
$11.9M 0.01%
134,428
+16,071
507
$11.8M 0.01%
440,201
+9,443
508
$11.8M 0.01%
1,698,970
+137,900
509
$11.8M 0.01%
288,402
+575
510
$11.7M 0.01%
308,849
-37,743
511
$11.7M 0.01%
467,273
+14,430
512
$11.6M 0.01%
223,226
-20,526
513
$11.5M 0.01%
442,058
-30,393
514
$11.5M 0.01%
71,232
-1,625
515
$11.4M 0.01%
677,327
+400
516
$11.2M 0.01%
114,972
+44,959
517
$11.2M 0.01%
54,068
+5,290
518
$11.2M 0.01%
186,600
+17,787
519
$11.1M 0.01%
719,609
-294,509
520
$10.9M 0.01%
138,460
-13,533
521
$10.9M 0.01%
+321,280
522
$10.9M 0.01%
704,540
-107,671
523
$10.9M 0.01%
251,424
-17,294
524
$10.6M 0.01%
208,385
-17,051
525
$10.6M 0.01%
658,000
19 20
21
22 23