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
526
$10.2M 0.01%
985,397
-4,291
527
$9.77M 0.01%
184,383
-137,126
528
$9.74M 0.01%
242,000
529
$9.62M 0.01%
86,030
530
$9.52M 0.01%
1,091,192
-61,284
531
$9.5M 0.01%
1,008,852
-4,759
532
$9.44M 0.01%
800,383
-3,667
533
$9.35M 0.01%
113,166
-12,861
534
$9.32M 0.01%
308,986
+69,328
535
$9.3M 0.01%
491,959
536
$9.29M 0.01%
91,101
+4,620
537
$9.26M 0.01%
568,727
538
$9.17M 0.01%
710,970
539
$9.03M 0.01%
284,318
-4,005
540
$8.82M 0.01%
988,910
+173,524
541
$8.79M 0.01%
+184,000
542
$8.78M 0.01%
1,014,143
-4,152
543
$8.36M 0.01%
37,126
-18,313
544
$8.16M 0.01%
586,520
545
$8.03M 0.01%
156,444
-6,830
546
$7.93M 0.01%
134,120
+15,852
547
$7.89M 0.01%
+342,855
548
$7.65M 0.01%
957,144
-5,478
549
$7.64M 0.01%
179,860
-62,179
550
$7.45M 0.01%
633,193
-2,982
20 21
22
23 24