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
601
$2.73M ﹤0.01%
306,447
-1,183
602
$2.7M ﹤0.01%
1,523,873
-400,682
603
$2.67M ﹤0.01%
31,510
-640
604
$2.64M ﹤0.01%
237,005
-115,738
605
$2.64M ﹤0.01%
6,707
-143
606
$2.63M ﹤0.01%
62,158
+61,741
607
$2.62M ﹤0.01%
149,744
-59,683
608
$2.54M ﹤0.01%
12,658
-246
609
$2.5M ﹤0.01%
30,475
-12,059
610
$2.27M ﹤0.01%
27,806
-734
611
$2.25M ﹤0.01%
754,986
-258,959
612
$2.13M ﹤0.01%
4,096
+596
613
$1.94M ﹤0.01%
32,726
614
$1.92M ﹤0.01%
83,525
-40,191
615
$1.92M ﹤0.01%
24,623
+1,207
616
$1.84M ﹤0.01%
18,972
-1,400
617
$1.83M ﹤0.01%
46,185
-967
618
$1.83M ﹤0.01%
12,760
619
$1.8M ﹤0.01%
92,078
-23,066
620
$1.79M ﹤0.01%
58,715
-3,666,303
621
$1.75M ﹤0.01%
+20,000
622
$1.71M ﹤0.01%
39,885
623
$1.68M ﹤0.01%
17,436
-9,160
624
$1.6M ﹤0.01%
7,432
+406
625
$1.58M ﹤0.01%
179,050
23 24
25
26 27