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
$116B
AUM Growth
+$5.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$168M
3
+$138M
4
SRE icon
Sempra
SRE
+$112M
5
ULTA icon
Ulta Beauty
ULTA
+$104M

Top Sells

1
+$1.29B
2
+$522M
3
+$315M
4
AMZN icon
Amazon
AMZN
+$275M
5
UNH icon
UnitedHealth
UNH
+$218M

Sector Composition

1 Technology 27.4%
2 Healthcare 17.03%
3 Communication Services 11.17%
4 Consumer Discretionary 10.51%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$12.3M 0.01%
930,504
-3,854
502
$12.3M 0.01%
624,832
+48,625
503
$12.3M 0.01%
+1,000,000
504
$12.2M 0.01%
1,792,262
-192,572
505
$12M 0.01%
562,112
-2,374
506
$12M 0.01%
540,372
-5,112
507
$12M 0.01%
1,636,192
-6,405
508
$11.9M 0.01%
+289,648
509
$11.7M 0.01%
228,360
-2,340
510
$11.7M 0.01%
78,195
-1,765
511
$11.6M 0.01%
737,675
-26,378
512
$11.5M 0.01%
245,888
+38,060
513
$11.5M 0.01%
406,143
514
$11.3M 0.01%
90,432
-36,795
515
$11M 0.01%
707,171
-3,922
516
$11M 0.01%
+503,300
517
$10.9M 0.01%
504,852
+503,968
518
$10.7M 0.01%
+195,658
519
$10.6M 0.01%
493,010
-2,613
520
$10.5M 0.01%
47,706
-166,780
521
$10.5M 0.01%
732,915
-3,006
522
$10.5M 0.01%
202,681
-61,791
523
$10.4M 0.01%
235,210
-13,220
524
$10.4M 0.01%
622,890
+14,203
525
$10.3M 0.01%
58,246
-440
19 20
21
22 23