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
$98.9B
AUM Growth
-$17.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$596M
2
+$318M
3
+$263M
4
ET icon
Energy Transfer Partners
ET
+$243M
5
VMC icon
Vulcan Materials
VMC
+$192M

Top Sells

1
+$621M
2
+$388M
3
+$360M
4
RHT
Red Hat Inc
RHT
+$296M
5
UNH icon
UnitedHealth
UNH
+$187M

Sector Composition

1 Technology 19.36%
2 Healthcare 18.64%
3 Communication Services 12.15%
4 Financials 11.38%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7.57M 0.01%
50,241
552
$7.35M 0.01%
721,843
+92,637
553
$7.27M 0.01%
301,130
-12,310
554
$7.22M 0.01%
664,873
+4,531
555
$7.17M 0.01%
111,281
+6,514
556
$7.15M 0.01%
740,695
+102,110
557
$7.01M 0.01%
511,219
-778
558
$6.72M 0.01%
1,215,886
+199,360
559
$6.69M 0.01%
105,227
+180
560
$6.34M 0.01%
254,868
+13,398
561
$6.21M 0.01%
249,209
-366
562
$6.19M 0.01%
129,030
-8,960
563
$6.11M 0.01%
565,549
564
$6.07M 0.01%
426,605
+39,567
565
$5.81M 0.01%
226,446
-3,960
566
$5.75M 0.01%
104,666
+13,529
567
$5.71M 0.01%
2,570,618
-161,420
568
$5.69M 0.01%
65,208
+31,050
569
$5.6M 0.01%
401,738
+276
570
$5.47M 0.01%
+111,400
571
$5.45M 0.01%
384,952
-11,510
572
$5.45M 0.01%
905,530
+267,119
573
$5.24M 0.01%
272,767
-35,930
574
$5.23M 0.01%
72,331
+2,334
575
$5.22M 0.01%
68,344
+66,812
21 22
23
24 25