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
526
$10.5M 0.01%
1,736,732
-82,730
527
$10.5M 0.01%
530,610
528
$10.4M 0.01%
+642,428
529
$10.4M 0.01%
300,000
530
$10.3M 0.01%
363,490
+243,490
531
$10.2M 0.01%
2,609,573
-127,417
532
$10.2M 0.01%
+320,970
533
$10M 0.01%
206,663
-19,284
534
$10M 0.01%
646,310
+645,950
535
$10M 0.01%
1,172,575
+1,079,331
536
$9.96M 0.01%
1,041,979
-12,166
537
$9.88M 0.01%
217,559
-21,743
538
$9.85M 0.01%
241,148
+40,430
539
$9.81M 0.01%
251,563
+5,973
540
$9.72M 0.01%
1,125,414
-470,840
541
$9.7M 0.01%
525,537
+21,900
542
$9.68M 0.01%
1,535,240
-170,768
543
$9.68M 0.01%
113,601
+1,440
544
$9.6M 0.01%
243,430
-58,113
545
$9.56M 0.01%
418,600
-34,537
546
$9.41M 0.01%
245,986
-28,621
547
$9.38M 0.01%
470,860
+90,831
548
$9.19M 0.01%
173,418
+3,870
549
$9.14M 0.01%
2,372,463
-330,737
550
$9.02M 0.01%
173,422
-21,105
20 21
22
23 24