ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107B
AUM Growth
-$25.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
811
New
Increased
Reduced
Closed

Top Buys

1
+$477M
2
+$449M
3
+$159M
4
SPGI icon
S&P Global
SPGI
+$155M
5
DIS icon
Walt Disney
DIS
+$143M

Top Sells

1
+$521M
2
+$329M
3
+$277M
4
BABA icon
Alibaba
BABA
+$273M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$243M

Sector Composition

1 Technology 24.54%
2 Healthcare 18.4%
3 Financials 11.73%
4 Industrials 11.37%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7.58M 0.01%
566,670
552
$7.53M 0.01%
1,051,833
553
$7.26M 0.01%
1,696,845
+182,732
554
$7.11M 0.01%
141,800
+800
555
$7.02M 0.01%
848,335
+184,716
556
$6.99M 0.01%
139,680
+6,123
557
$6.86M 0.01%
294,873
+17,227
558
$6.79M 0.01%
113,187
-4,993
559
$6.77M 0.01%
1,498,152
-29,761
560
$6.63M 0.01%
727,704
+792
561
$6.59M 0.01%
283,380
562
$6.58M 0.01%
30,066
+24,257
563
$5.84M 0.01%
82,944
564
$5.75M 0.01%
52,763
+6,489
565
$5.72M 0.01%
+47,030
566
$5.72M 0.01%
1,125,949
+3,552
567
$5.72M 0.01%
137,395
568
$5.63M 0.01%
604,822
569
$5.59M 0.01%
223,963
-5,709
570
$5.44M 0.01%
70,141
+11,991
571
$5.44M 0.01%
78,311
+4,647
572
$5.37M 0.01%
170,400
+4,905
573
$5.12M ﹤0.01%
155,598
-2,000
574
$5.08M ﹤0.01%
210,370
-18,908
575
$5.06M ﹤0.01%
35,839
+4,101
21 22
23
24 25