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
$105B
AUM Growth
+$3.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
760
New
Increased
Reduced
Closed

Top Buys

1
+$242M
2
+$229M
3
+$194M
4
DEO icon
Diageo
DEO
+$157M
5
ACN icon
Accenture
ACN
+$133M

Top Sells

1
+$471M
2
+$287M
3
+$226M
4
TEL icon
TE Connectivity
TEL
+$223M
5
UNH icon
UnitedHealth
UNH
+$189M

Sector Composition

1 Technology 26.33%
2 Healthcare 17.02%
3 Industrials 11.33%
4 Financials 11.24%
5 Consumer Discretionary 7.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.07M ﹤0.01%
263,867
+867
602
$2.05M ﹤0.01%
7,345
+954
603
$2.03M ﹤0.01%
27,494
-9,188
604
$2.03M ﹤0.01%
458,431
-479,437
605
$2.02M ﹤0.01%
40,875
606
$1.96M ﹤0.01%
23,943
-193
607
$1.95M ﹤0.01%
10,619
+1,370
608
$1.94M ﹤0.01%
49,315
+51
609
$1.92M ﹤0.01%
19,617
-3,555
610
$1.92M ﹤0.01%
28,392
611
$1.9M ﹤0.01%
70,565
-1,443
612
$1.89M ﹤0.01%
63,115
613
$1.87M ﹤0.01%
17,750
614
$1.86M ﹤0.01%
7,310
-1,500
615
$1.82M ﹤0.01%
56,360
616
$1.8M ﹤0.01%
63,651
617
$1.77M ﹤0.01%
16,940
+2,000
618
$1.72M ﹤0.01%
22,302
-680
619
$1.69M ﹤0.01%
171,014
-38,634
620
$1.68M ﹤0.01%
10,127
-146
621
$1.66M ﹤0.01%
33,925
+3,945
622
$1.64M ﹤0.01%
10,095
623
$1.63M ﹤0.01%
40,598
+45
624
$1.62M ﹤0.01%
92,751
+50,260
625
$1.61M ﹤0.01%
369,022
+135,600
23 24
25
26 27