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
$99.4B
AUM Growth
+$8.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$264M
3
+$238M
4
WMB icon
Williams Companies
WMB
+$229M
5
BIVV
Bioverativ Inc. Common Stock
BIVV
+$211M

Top Sells

1
+$572M
2
+$295M
3
+$236M
4
CTXS
Citrix Systems Inc
CTXS
+$187M
5
TRV icon
Travelers Companies
TRV
+$176M

Sector Composition

1 Healthcare 19.47%
2 Technology 17.14%
3 Communication Services 11.69%
4 Energy 10.29%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$1.34M ﹤0.01%
22,920
627
$1.31M ﹤0.01%
12,683
-410,993
628
$1.31M ﹤0.01%
9,810
-340
629
$1.28M ﹤0.01%
38,520
+3,472
630
$1.26M ﹤0.01%
81,000
-6,000
631
$1.24M ﹤0.01%
39,200
632
$1.22M ﹤0.01%
67,976
-1,015
633
$1.22M ﹤0.01%
16,920
-114,190
634
$1.17M ﹤0.01%
21,912
635
$1.16M ﹤0.01%
26,320
+31
636
$1.15M ﹤0.01%
13,621
-51
637
$1.14M ﹤0.01%
80,488
+137
638
$1.14M ﹤0.01%
7,579
+616
639
$1.12M ﹤0.01%
69,340
-2,430
640
$1.12M ﹤0.01%
10,255
-104
641
$1.06M ﹤0.01%
24,651
-1,117
642
$1.06M ﹤0.01%
22,580
-475
643
$1.05M ﹤0.01%
105,810
+101,810
644
$1.05M ﹤0.01%
31,431
-1,924
645
$1.01M ﹤0.01%
15,000
+2,800
646
$1M ﹤0.01%
51,735
+1
647
$1M ﹤0.01%
20,810
-730
648
$981K ﹤0.01%
49,556
649
$974K ﹤0.01%
29,510
-1,850
650
$969K ﹤0.01%
26,730
-20,520
24 25
26
27 28