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
$116B
AUM Growth
+$5.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$168M
3
+$138M
4
SRE icon
Sempra
SRE
+$112M
5
ULTA icon
Ulta Beauty
ULTA
+$104M

Top Sells

1
+$1.29B
2
+$522M
3
+$315M
4
AMZN icon
Amazon
AMZN
+$275M
5
UNH icon
UnitedHealth
UNH
+$218M

Sector Composition

1 Technology 27.4%
2 Healthcare 17.03%
3 Communication Services 11.17%
4 Consumer Discretionary 10.51%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$5.05M ﹤0.01%
108,560
577
$5.02M ﹤0.01%
100,121
-27,427
578
$4.84M ﹤0.01%
605,240
579
$4.71M ﹤0.01%
115,700
-16,650
580
$4.69M ﹤0.01%
29,803
-317
581
$4.56M ﹤0.01%
+40,140
582
$4.4M ﹤0.01%
72,508
+2,429
583
$4.35M ﹤0.01%
4,143,888
-7,904
584
$4.32M ﹤0.01%
+110,529
585
$4.21M ﹤0.01%
29,095
-500
586
$4.21M ﹤0.01%
23,323
+23,217
587
$4.17M ﹤0.01%
77,004
-493
588
$4.02M ﹤0.01%
34,500
589
$3.83M ﹤0.01%
285,728
-112,040
590
$3.66M ﹤0.01%
87,437
-23,974
591
$3.45M ﹤0.01%
15,698
+398
592
$3.23M ﹤0.01%
18,203
-21
593
$3.15M ﹤0.01%
52,948
-13,679
594
$3.13M ﹤0.01%
36,477
+835
595
$3.06M ﹤0.01%
65,885
596
$2.96M ﹤0.01%
+5,000
597
$2.95M ﹤0.01%
34,072
-3,000
598
$2.9M ﹤0.01%
578,226
-209,790
599
$2.79M ﹤0.01%
8,335
+4,520
600
$2.74M ﹤0.01%
84,550
-104,790
22 23
24
25 26