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
$88.8B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$904M
2
+$172M
3
+$103M
4
USB icon
US Bancorp
USB
+$103M
5
WFT
Weatherford International plc
WFT
+$83.9M

Top Sells

1
+$881M
2
+$158M
3
+$114M
4
OXY icon
Occidental Petroleum
OXY
+$103M
5
JPM icon
JPMorgan Chase
JPM
+$93.4M

Sector Composition

1 Healthcare 20.2%
2 Technology 16.63%
3 Communication Services 11.98%
4 Energy 10.2%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.94M ﹤0.01%
55,009
-30,500
552
$2.93M ﹤0.01%
91,115
553
$2.88M ﹤0.01%
97,655
+26,923
554
$2.87M ﹤0.01%
40,601
-349
555
$2.86M ﹤0.01%
296,483
556
$2.79M ﹤0.01%
68,791
+54
557
$2.77M ﹤0.01%
72,474
-6,884
558
$2.77M ﹤0.01%
44,522
-114
559
$2.73M ﹤0.01%
41,622
-2,405,001
560
$2.68M ﹤0.01%
+220,346
561
$2.66M ﹤0.01%
79,929
562
$2.59M ﹤0.01%
144,804
+60
563
$2.57M ﹤0.01%
108,585
+25,705
564
$2.57M ﹤0.01%
1,960,287
-3,195
565
$2.56M ﹤0.01%
77,900
+20,100
566
$2.53M ﹤0.01%
134,042
567
$2.5M ﹤0.01%
136,848
568
$2.49M ﹤0.01%
85,467
569
$2.45M ﹤0.01%
15,900
570
$2.45M ﹤0.01%
95,195
+32,550
571
$2.44M ﹤0.01%
29,500
+14,500
572
$2.43M ﹤0.01%
37,880
-5,779
573
$2.43M ﹤0.01%
141,045
574
$2.41M ﹤0.01%
30,840
+65
575
$2.36M ﹤0.01%
29,304
+6,630
21 22
23
24 25