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
$99.2B
AUM Growth
-$8.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$119M
3
+$105M
4
MMC icon
Marsh & McLennan
MMC
+$99.3M
5
GM icon
General Motors
GM
+$96.9M

Top Sells

1
+$336M
2
+$229M
3
+$185M
4
DIS icon
Walt Disney
DIS
+$158M
5
UPS icon
United Parcel Service
UPS
+$148M

Sector Composition

1 Technology 24.21%
2 Healthcare 18.51%
3 Financials 12.11%
4 Industrials 11.32%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$3.03M ﹤0.01%
20,847
602
$3.02M ﹤0.01%
29,868
-70
603
$3.01M ﹤0.01%
265,602
-22,261
604
$2.95M ﹤0.01%
203,363
-4,387
605
$2.93M ﹤0.01%
41,072
-1,387
606
$2.9M ﹤0.01%
263,194
607
$2.87M ﹤0.01%
111,095
+30,384
608
$2.73M ﹤0.01%
8,396
+501
609
$2.7M ﹤0.01%
75,857
-500
610
$2.67M ﹤0.01%
91,743
-2,723
611
$2.65M ﹤0.01%
62,191
+27,308
612
$2.5M ﹤0.01%
15,220
+230
613
$2.49M ﹤0.01%
251,800
-248,200
614
$2.44M ﹤0.01%
200,000
615
$2.41M ﹤0.01%
82,476
+27,804
616
$2.38M ﹤0.01%
39,978
+13,100
617
$2.36M ﹤0.01%
14,185
+601
618
$2.31M ﹤0.01%
51,213
+5,345
619
$2.08M ﹤0.01%
25,722
+14,875
620
$2.07M ﹤0.01%
28,723
+24,890
621
$2.05M ﹤0.01%
72,890
-3,000
622
$2.03M ﹤0.01%
46,206
+11,000
623
$2.02M ﹤0.01%
46,558
624
$2.02M ﹤0.01%
33,050
625
$1.99M ﹤0.01%
89,943
+22,214
23 24
25
26 27