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
+$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$294M
2
+$184M
3
+$181M
4
RY icon
Royal Bank of Canada
RY
+$181M
5
XOM icon
Exxon Mobil
XOM
+$171M

Top Sells

1
+$399M
2
+$345M
3
+$338M
4
UNH icon
UnitedHealth
UNH
+$255M
5
SPLK
Splunk Inc
SPLK
+$204M

Sector Composition

1 Technology 27.61%
2 Healthcare 15.26%
3 Financials 12.23%
4 Industrials 10.9%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$2.96M ﹤0.01%
468,125
-959
602
$2.84M ﹤0.01%
195,409
-430
603
$2.82M ﹤0.01%
29,673
-1,000
604
$2.8M ﹤0.01%
89,782
-21,400
605
$2.76M ﹤0.01%
90,557
-6,831
606
$2.73M ﹤0.01%
52,491
-35,271
607
$2.7M ﹤0.01%
128,083
-37,961
608
$2.65M ﹤0.01%
+3,094,891
609
$2.61M ﹤0.01%
129,508
+4,257
610
$2.56M ﹤0.01%
28,166
+5,973
611
$2.55M ﹤0.01%
200,000
612
$2.55M ﹤0.01%
70,406
-2,759
613
$2.52M ﹤0.01%
13,070
+2,841
614
$2.51M ﹤0.01%
63,032
+1,918
615
$2.38M ﹤0.01%
+81,364
616
$2.37M ﹤0.01%
29,235
+5,549
617
$2.28M ﹤0.01%
+270,695
618
$2.28M ﹤0.01%
+487,947
619
$2.26M ﹤0.01%
86,062
-30,519
620
$2.26M ﹤0.01%
11,741
+123
621
$2.25M ﹤0.01%
17,750
622
$2.25M ﹤0.01%
64,856
+2,579
623
$2.23M ﹤0.01%
20,643
+5,047
624
$2.22M ﹤0.01%
30,390
-27,555
625
$2.19M ﹤0.01%
+11,673
23 24
25
26 27