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
$115B
AUM Growth
-$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$430M
3
+$263M
4
EIX icon
Edison International
EIX
+$262M
5
UPS icon
United Parcel Service
UPS
+$261M

Top Sells

1
+$1.23B
2
+$1B
3
+$424M
4
CAT icon
Caterpillar
CAT
+$368M
5
BLK icon
Blackrock
BLK
+$279M

Sector Composition

1 Technology 20.89%
2 Healthcare 15.12%
3 Communication Services 12.85%
4 Financials 11.39%
5 Industrials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$8.91M 0.01%
1,420,975
-456,056
552
$8.86M 0.01%
126,669
-12,987
553
$8.78M 0.01%
118,296
+1,677
554
$8.77M 0.01%
885,087
-79,404
555
$8.56M 0.01%
335,000
+151,290
556
$8.49M 0.01%
305,911
-159,996
557
$8.45M 0.01%
369,896
-31,809
558
$8.14M 0.01%
269,689
-160,272
559
$8.12M 0.01%
97,025
+11,420
560
$7.93M 0.01%
358,747
+4
561
$7.83M 0.01%
+407,330
562
$7.75M 0.01%
267,235
+5,620
563
$7.61M 0.01%
446,096
+66,724
564
$7.33M 0.01%
2,256,893
+1,888
565
$7.15M 0.01%
155,188
+14,920
566
$7.1M 0.01%
219,361
+11,808
567
$7.08M 0.01%
134,703
568
$7.06M 0.01%
149,624
-9,971
569
$6.9M 0.01%
86,630
+10,300
570
$6.89M 0.01%
92,774
+10,980
571
$6.66M 0.01%
80,087
+7,288
572
$6.4M 0.01%
2,622,459
-699,895
573
$6.34M 0.01%
561,022
-46,791
574
$6.29M 0.01%
856,823
-89,874
575
$6.18M 0.01%
38,774
-2,782
21 22
23
24 25