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
526
$10.4M 0.01%
531,660
+12,200
527
$10.4M 0.01%
74,154
-809
528
$10.4M 0.01%
219,284
-176,720
529
$10.3M 0.01%
447,485
+14,945
530
$10.3M 0.01%
1,257,336
+41,450
531
$10.2M 0.01%
146,657
-91,070
532
$9.9M 0.01%
130,452
-138,247
533
$9.82M 0.01%
192,835
+1,860
534
$9.62M 0.01%
423,430
+122,300
535
$9.5M 0.01%
+709,271
536
$9.43M 0.01%
514,943
+3,724
537
$9.39M 0.01%
+120,000
538
$9.37M 0.01%
108,883
+3,656
539
$9.29M 0.01%
202,323
+26,333
540
$9.25M 0.01%
1,315,229
+35,327
541
$8.85M 0.01%
623,470
+3,721
542
$8.83M 0.01%
504,290
-7,852
543
$8.65M 0.01%
896,485
-12,190
544
$8.49M 0.01%
1,161,338
+38,400
545
$8.47M 0.01%
145,372
+49,222
546
$8.47M 0.01%
113,900
+2,619
547
$8.45M 0.01%
126,552
+126,429
548
$8.38M 0.01%
86,922
+24,599
549
$8.29M 0.01%
353,143
+112,827
550
$7.63M 0.01%
162,458
+21,312
20 21
22
23 24