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
601
$1.77M ﹤0.01%
101,543
+69
602
$1.74M ﹤0.01%
40,123
603
$1.73M ﹤0.01%
+218,194
604
$1.7M ﹤0.01%
81,207
605
$1.7M ﹤0.01%
+61,031
606
$1.67M ﹤0.01%
32,094
607
$1.64M ﹤0.01%
20,377
-10
608
$1.62M ﹤0.01%
98,700
+18,900
609
$1.59M ﹤0.01%
+107,737
610
$1.57M ﹤0.01%
87,400
-11,550
611
$1.57M ﹤0.01%
126,692
+104
612
$1.54M ﹤0.01%
20,700
-113
613
$1.52M ﹤0.01%
156,034
614
$1.5M ﹤0.01%
12,440
-210
615
$1.41M ﹤0.01%
81,453
-6,677
616
$1.41M ﹤0.01%
11,900
617
$1.38M ﹤0.01%
34,984
+3,931
618
$1.33M ﹤0.01%
65,885
619
$1.32M ﹤0.01%
57,000
620
$1.31M ﹤0.01%
2,500
621
$1.31M ﹤0.01%
16,561
-780
622
$1.3M ﹤0.01%
17,329
+201
623
$1.29M ﹤0.01%
53,720
624
$1.27M ﹤0.01%
80,881
+808
625
$1.26M ﹤0.01%
+140,304
23 24
25
26 27