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
$104B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,249
New
Increased
Reduced
Closed

Top Buys

1
+$476M
2
+$323M
3
+$222M
4
PG icon
Procter & Gamble
PG
+$133M
5
KMI icon
Kinder Morgan
KMI
+$106M

Top Sells

1
+$376M
2
+$308M
3
+$300M
4
OKS
Oneok Partners LP
OKS
+$238M
5
AVGO icon
Broadcom
AVGO
+$219M

Sector Composition

1 Healthcare 19.82%
2 Technology 16.52%
3 Communication Services 11.66%
4 Financials 11.32%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.08M ﹤0.01%
+66,885
527
$4.07M ﹤0.01%
211,328
-150,972
528
$4.02M ﹤0.01%
143,745
-65,097
529
$3.97M ﹤0.01%
74,436
-440
530
$3.95M ﹤0.01%
33,108
+10,581
531
$3.85M ﹤0.01%
93,816
532
$3.84M ﹤0.01%
154,569
+243
533
$3.8M ﹤0.01%
201,439
534
$3.77M ﹤0.01%
209,866
-400
535
$3.77M ﹤0.01%
147,681
-1,752
536
$3.76M ﹤0.01%
268,673
537
$3.66M ﹤0.01%
188,348
538
$3.63M ﹤0.01%
258,416
539
$3.57M ﹤0.01%
102,215
-31,223
540
$3.36M ﹤0.01%
134,042
541
$3.29M ﹤0.01%
143,753
+41,741
542
$3.26M ﹤0.01%
76,943
-10,938
543
$3.14M ﹤0.01%
87,596
544
$3.1M ﹤0.01%
181,223
+84,133
545
$3.08M ﹤0.01%
392,828
-10,337
546
$3.08M ﹤0.01%
41,472
+2,400
547
$3.03M ﹤0.01%
81,007
-1,493
548
$3.02M ﹤0.01%
173,670
549
$3.02M ﹤0.01%
1,946,192
-6,523
550
$2.98M ﹤0.01%
76,725
+7,525
20 21
22
23 24