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
$99.2B
AUM Growth
-$8.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$119M
3
+$105M
4
MMC icon
Marsh & McLennan
MMC
+$99.3M
5
GM icon
General Motors
GM
+$96.9M

Top Sells

1
+$336M
2
+$229M
3
+$185M
4
DIS icon
Walt Disney
DIS
+$158M
5
UPS icon
United Parcel Service
UPS
+$148M

Sector Composition

1 Technology 24.21%
2 Healthcare 18.51%
3 Financials 12.11%
4 Industrials 11.32%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$8.76M 0.01%
90,497
-407
527
$8.63M 0.01%
121,433
-70
528
$8.59M 0.01%
24,041
-12,049
529
$8.57M 0.01%
76,381
-3,042
530
$8.54M 0.01%
25,444
-57,775
531
$8.46M 0.01%
279,331
-1,577
532
$8.28M 0.01%
141,859
-7,697
533
$8.27M 0.01%
815,420
+6,506
534
$8.18M 0.01%
543,499
-600
535
$7.89M 0.01%
252,003
536
$7.84M 0.01%
1,051,909
+76
537
$7.82M 0.01%
920,354
-1,617
538
$7.31M 0.01%
97,241
-279,568
539
$7.22M 0.01%
1,623,068
+124,916
540
$7.17M 0.01%
192,784
-14,185
541
$7.02M 0.01%
646,375
-1,389
542
$6.9M 0.01%
541,000
543
$6.82M 0.01%
141,800
544
$6.82M 0.01%
286,743
+3,363
545
$6.21M 0.01%
211,295
-107,747
546
$6.17M 0.01%
76,701
+6,560
547
$6.01M 0.01%
728,068
+364
548
$5.95M 0.01%
64,440
-13,951
549
$5.94M 0.01%
78,205
-106
550
$5.93M 0.01%
1,698,533
+1,688
20 21
22
23 24