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
676
$497K ﹤0.01%
9,924
-1,211
677
$468K ﹤0.01%
7,640
678
$457K ﹤0.01%
9,500
679
$455K ﹤0.01%
5,333
680
$454K ﹤0.01%
14,770
+14,070
681
$447K ﹤0.01%
18,070
+2,598
682
$444K ﹤0.01%
+13,845
683
$443K ﹤0.01%
5,901
684
$443K ﹤0.01%
+756
685
$442K ﹤0.01%
13,900
686
$436K ﹤0.01%
10,250
-6,750
687
$429K ﹤0.01%
8,170
688
$423K ﹤0.01%
7,426
-179,896
689
$401K ﹤0.01%
9,008
-224
690
$384K ﹤0.01%
+55,600
691
$383K ﹤0.01%
+3,325
692
$379K ﹤0.01%
6,500
693
$376K ﹤0.01%
3,221
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694
$370K ﹤0.01%
4,880
-185
695
$368K ﹤0.01%
5,540
+1,000
696
$364K ﹤0.01%
84,720
697
$358K ﹤0.01%
3,150
-2
698
$357K ﹤0.01%
8,010
-170
699
$354K ﹤0.01%
9,299
700
$350K ﹤0.01%
7,047
+27
26 27
28
29 30