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
$113B
AUM Growth
+$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$302M
3
+$211M
4
KMI icon
Kinder Morgan
KMI
+$206M
5
AAP icon
Advance Auto Parts
AAP
+$166M

Top Sells

1
+$660M
2
+$312M
3
+$169M
4
PEP icon
PepsiCo
PEP
+$166M
5
HR icon
Healthcare Realty
HR
+$156M

Sector Composition

1 Technology 20.02%
2 Healthcare 16.43%
3 Communication Services 12.48%
4 Financials 11.32%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.67M ﹤0.01%
66,930
-1,653
652
$1.67M ﹤0.01%
126,935
+1,525
653
$1.67M ﹤0.01%
13,035
-5,123
654
$1.65M ﹤0.01%
110,709
-21,705
655
$1.65M ﹤0.01%
+82,110
656
$1.64M ﹤0.01%
38,463
+141
657
$1.63M ﹤0.01%
6,459
-190
658
$1.6M ﹤0.01%
20,936
-39
659
$1.55M ﹤0.01%
13,510
+4,000
660
$1.53M ﹤0.01%
87,559
+147
661
$1.53M ﹤0.01%
2,500
662
$1.4M ﹤0.01%
13,918
+13,781
663
$1.37M ﹤0.01%
25,033
+27
664
$1.36M ﹤0.01%
99,450
+3,000
665
$1.31M ﹤0.01%
93,246
-44,546
666
$1.28M ﹤0.01%
81,009
+407
667
$1.27M ﹤0.01%
152,127
668
$1.23M ﹤0.01%
+241,990
669
$1.19M ﹤0.01%
11,690
670
$1.19M ﹤0.01%
27,230
671
$1.14M ﹤0.01%
103,015
672
$1.14M ﹤0.01%
96,266
+838
673
$1.13M ﹤0.01%
12,315
+3,616
674
$1.08M ﹤0.01%
572,029
-13,450
675
$1.07M ﹤0.01%
28,492
25 26
27
28 29