ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144B
AUM Growth
+$9.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
864
New
Increased
Reduced
Closed

Top Buys

1
+$399M
2
+$301M
3
+$300M
4
ISRG icon
Intuitive Surgical
ISRG
+$287M
5
BABA icon
Alibaba
BABA
+$232M

Top Sells

1
+$923M
2
+$574M
3
+$500M
4
UNH icon
UnitedHealth
UNH
+$305M
5
AMGN icon
Amgen
AMGN
+$246M

Sector Composition

1 Technology 28.72%
2 Healthcare 14.94%
3 Consumer Discretionary 11.35%
4 Industrials 10.22%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$18.5M 0.01%
210,399
-1,035
527
$18.2M 0.01%
423,530
-1,862
528
$18.1M 0.01%
174,244
-1,270
529
$18M 0.01%
300,692
-3,758
530
$18M 0.01%
1,237,904
-352,569
531
$17.8M 0.01%
+512,466
532
$17.8M 0.01%
1,170,600
-23,427
533
$17.7M 0.01%
375,482
+45,589
534
$17.6M 0.01%
959,121
-67,465
535
$17.3M 0.01%
251,091
+73,424
536
$17.2M 0.01%
509,690
-2,302
537
$17.2M 0.01%
115,225
538
$17.2M 0.01%
355,759
-1,022,769
539
$17M 0.01%
405,718
540
$17M 0.01%
1,116,080
-37,949
541
$16.8M 0.01%
632,015
-13,886
542
$16.7M 0.01%
176,753
-918
543
$16.7M 0.01%
+42,300
544
$16.6M 0.01%
360,859
-1,645
545
$16.6M 0.01%
794,522
+594,342
546
$16.5M 0.01%
343,795
+4,215
547
$16.5M 0.01%
+872,814
548
$16.5M 0.01%
867,710
-4,405
549
$16.4M 0.01%
570,503
-2,871
550
$16.3M 0.01%
443,118
+90,197
20 21
22
23 24