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
576
$2.36M ﹤0.01%
101,975
+1,930
577
$2.35M ﹤0.01%
55,258
-13,124
578
$2.34M ﹤0.01%
65,000
-39,300
579
$2.27M ﹤0.01%
17,112
580
$2.21M ﹤0.01%
29,865
+6,844
581
$2.18M ﹤0.01%
158,241
-96,967
582
$2.18M ﹤0.01%
1,105,737
583
$2.1M ﹤0.01%
82,560
-45,116
584
$2.04M ﹤0.01%
28,058
+6,860
585
$2.04M ﹤0.01%
65,885
586
$2.02M ﹤0.01%
203,875
-138,999
587
$2.01M ﹤0.01%
139,895
-1,500
588
$1.98M ﹤0.01%
26,916
-6,800
589
$1.95M ﹤0.01%
55,681
590
$1.92M ﹤0.01%
39,266
591
$1.88M ﹤0.01%
+52,000
592
$1.86M ﹤0.01%
14,737
593
$1.86M ﹤0.01%
82,846
+9,505
594
$1.86M ﹤0.01%
80,241
-44
595
$1.83M ﹤0.01%
35,623
-19,580
596
$1.81M ﹤0.01%
32,014
-12,986
597
$1.81M ﹤0.01%
51,000
-48,900
598
$1.79M ﹤0.01%
25,815
-1,109
599
$1.79M ﹤0.01%
93,294
600
$1.78M ﹤0.01%
+126,589
22 23
24
25 26