ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
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
+$401M
2
+$147M
3
+$143M
4
SRE icon
Sempra
SRE
+$116M
5
ULTA icon
Ulta Beauty
ULTA
+$100M

Top Sells

1
+$1.34B
2
+$492M
3
+$314M
4
AMZN icon
Amazon
AMZN
+$275M
5
UNH icon
UnitedHealth
UNH
+$215M

Sector Composition

1 Technology 27.4%
2 Healthcare 17.03%
3 Communication Services 11.47%
4 Consumer Discretionary 10.51%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$1.03M ﹤0.01%
16,700
652
$1.02M ﹤0.01%
33,002
+4
653
$1.01M ﹤0.01%
40,650
+35,000
654
$1.01M ﹤0.01%
+264,340
655
$979K ﹤0.01%
39,983
+3
656
$956K ﹤0.01%
4,578
657
$936K ﹤0.01%
18,720
+140
658
$935K ﹤0.01%
77,894
-9
659
$923K ﹤0.01%
66,800
-890
660
$918K ﹤0.01%
14,444
661
$917K ﹤0.01%
7,909
662
$906K ﹤0.01%
80,792
+69,684
663
$900K ﹤0.01%
59,399
+9,461
664
$898K ﹤0.01%
130,330
-16,680
665
$870K ﹤0.01%
44,436
-3
666
$845K ﹤0.01%
20,699
-1,320
667
$820K ﹤0.01%
3,830
-10
668
$814K ﹤0.01%
4,925
-188
669
$796K ﹤0.01%
101,114
+11,835
670
$784K ﹤0.01%
7,781
671
$766K ﹤0.01%
+21,262
672
$755K ﹤0.01%
130,777
+18,218
673
$730K ﹤0.01%
23,255
+2,360
674
$723K ﹤0.01%
87,478
+177
675
$680K ﹤0.01%
14,458
-1
25 26
27
28 29