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
601
$3.94M ﹤0.01%
66,512
-1,100
602
$3.89M ﹤0.01%
89,081
-2,165
603
$3.78M ﹤0.01%
15,440
-172
604
$3.66M ﹤0.01%
50,241
605
$3.62M ﹤0.01%
29,172
+34
606
$3.61M ﹤0.01%
27,833
-835
607
$3.52M ﹤0.01%
32,940
-2,731
608
$3.43M ﹤0.01%
338,000
609
$3.41M ﹤0.01%
56,411
+6,950
610
$3.41M ﹤0.01%
173,670
611
$3.25M ﹤0.01%
110,536
+3,167
612
$2.84M ﹤0.01%
81,176
-10,086
613
$2.84M ﹤0.01%
17,847
+17,707
614
$2.79M ﹤0.01%
3,500
+1,000
615
$2.75M ﹤0.01%
+100,090
616
$2.69M ﹤0.01%
28,656
-1,079
617
$2.64M ﹤0.01%
65,885
618
$2.6M ﹤0.01%
65,885
619
$2.57M ﹤0.01%
13,332
620
$2.57M ﹤0.01%
31,682
+24
621
$2.55M ﹤0.01%
45,143
622
$2.39M ﹤0.01%
35,940
+491
623
$2.34M ﹤0.01%
23,280
+2,860
624
$2.34M ﹤0.01%
43,796
-4,275
625
$2.3M ﹤0.01%
30,170
-62,530
23 24
25
26 27