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
626
$1.55M ﹤0.01%
60,000
627
$1.52M ﹤0.01%
25,084
-13,527
628
$1.43M ﹤0.01%
175,488
-210
629
$1.41M ﹤0.01%
15,878
-375
630
$1.4M ﹤0.01%
200,000
631
$1.37M ﹤0.01%
44,822
-1
632
$1.32M ﹤0.01%
7,497
-151
633
$1.31M ﹤0.01%
40,610
634
$1.29M ﹤0.01%
17,324
-318
635
$1.27M ﹤0.01%
15,914
-75
636
$1.26M ﹤0.01%
26,737
-4
637
$1.25M ﹤0.01%
9,317
-6,388
638
$1.23M ﹤0.01%
15,636
-453
639
$1.22M ﹤0.01%
30,975
-866,230
640
$1.22M ﹤0.01%
23,988
-12,521
641
$1.21M ﹤0.01%
6,835
642
$1.21M ﹤0.01%
100,850
+12,916
643
$1.18M ﹤0.01%
+10,665
644
$1.18M ﹤0.01%
7,290
-152
645
$1.16M ﹤0.01%
38,691
-17
646
$1.16M ﹤0.01%
+122,684
647
$1.15M ﹤0.01%
13,023
-4,255
648
$1.14M ﹤0.01%
18,294
-637
649
$1.11M ﹤0.01%
10,395
-700
650
$1.1M ﹤0.01%
+273,459
24 25
26
27 28