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
$88.8B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$904M
2
+$172M
3
+$103M
4
USB icon
US Bancorp
USB
+$103M
5
WFT
Weatherford International plc
WFT
+$83.9M

Top Sells

1
+$881M
2
+$158M
3
+$114M
4
OXY icon
Occidental Petroleum
OXY
+$103M
5
JPM icon
JPMorgan Chase
JPM
+$93.4M

Sector Composition

1 Healthcare 20.2%
2 Technology 16.63%
3 Communication Services 11.98%
4 Energy 10.2%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$863K ﹤0.01%
23,250
652
$838K ﹤0.01%
19,865
653
$808K ﹤0.01%
+29,700
654
$766K ﹤0.01%
4,831
+4,175
655
$760K ﹤0.01%
10,504
656
$756K ﹤0.01%
4,913
+2,975
657
$748K ﹤0.01%
15,738
+830
658
$713K ﹤0.01%
7,009
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659
$680K ﹤0.01%
35,500
+5,000
660
$664K ﹤0.01%
8,136
-9,567
661
$657K ﹤0.01%
15,080
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662
$649K ﹤0.01%
67,062
-39,448
663
$645K ﹤0.01%
16,800
664
$627K ﹤0.01%
7,184
665
$622K ﹤0.01%
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-500
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$622K ﹤0.01%
11,249
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667
$609K ﹤0.01%
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668
$603K ﹤0.01%
24,756
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669
$566K ﹤0.01%
14,436
-92
670
$548K ﹤0.01%
8,500
671
$547K ﹤0.01%
15,452
-339
672
$536K ﹤0.01%
4,880
-164
673
$531K ﹤0.01%
185,043
-1,339
674
$514K ﹤0.01%
7,000
675
$500K ﹤0.01%
12,530
25 26
27
28 29