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
$88.8B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$904M
2
+$172M
3
+$103M
4
USB icon
US Bancorp
USB
+$103M
5
WFT
Weatherford International plc
WFT
+$83.9M

Top Sells

1
+$881M
2
+$158M
3
+$114M
4
OXY icon
Occidental Petroleum
OXY
+$103M
5
JPM icon
JPMorgan Chase
JPM
+$93.4M

Sector Composition

1 Healthcare 20.2%
2 Technology 16.63%
3 Communication Services 11.98%
4 Energy 10.2%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4M ﹤0.01%
75,387
527
$3.97M ﹤0.01%
345,185
-34,900
528
$3.86M ﹤0.01%
327,477
529
$3.82M ﹤0.01%
167,200
530
$3.71M ﹤0.01%
134,312
-78,300
531
$3.69M ﹤0.01%
56,482
532
$3.67M ﹤0.01%
159,337
533
$3.66M ﹤0.01%
+3,000
534
$3.6M ﹤0.01%
44,260
-3,450
535
$3.58M ﹤0.01%
314,252
536
$3.54M ﹤0.01%
64,481
537
$3.52M ﹤0.01%
111,500
-38,500
538
$3.45M ﹤0.01%
124,529
-21,500
539
$3.39M ﹤0.01%
56,818
540
$3.35M ﹤0.01%
118,277
+2,263
541
$3.34M ﹤0.01%
48,100
-13,300
542
$3.33M ﹤0.01%
498,934
-5,345
543
$3.31M ﹤0.01%
85,592
+1,720
544
$3.29M ﹤0.01%
203,670
545
$3.21M ﹤0.01%
75,925
+3,160
546
$3.2M ﹤0.01%
141,297
547
$3.11M ﹤0.01%
144,668
-21,000
548
$3.09M ﹤0.01%
250,938
549
$3M ﹤0.01%
99,316
-38,238
550
$2.96M ﹤0.01%
7,449
+2
20 21
22
23 24