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
$104B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,249
New
Increased
Reduced
Closed

Top Buys

1
+$476M
2
+$323M
3
+$222M
4
PG icon
Procter & Gamble
PG
+$133M
5
KMI icon
Kinder Morgan
KMI
+$106M

Top Sells

1
+$376M
2
+$308M
3
+$300M
4
OKS
Oneok Partners LP
OKS
+$238M
5
AVGO icon
Broadcom
AVGO
+$219M

Sector Composition

1 Healthcare 19.82%
2 Technology 16.52%
3 Communication Services 11.66%
4 Financials 11.32%
5 Energy 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$563K ﹤0.01%
8,500
-4,671
677
$553K ﹤0.01%
6,385
678
$518K ﹤0.01%
3,920
+9
679
$511K ﹤0.01%
26,757
+1,435
680
$509K ﹤0.01%
10,504
681
$496K ﹤0.01%
20,900
682
$488K ﹤0.01%
11,475
683
$488K ﹤0.01%
2,448
-187
684
$485K ﹤0.01%
9,924
685
$482K ﹤0.01%
3,965
-985
686
$478K ﹤0.01%
13,035
-930
687
$472K ﹤0.01%
4,018
-219
688
$461K ﹤0.01%
3,202
689
$455K ﹤0.01%
5,901
690
$450K ﹤0.01%
1,563
691
$447K ﹤0.01%
7,000
-960
692
$447K ﹤0.01%
6,070
-76
693
$439K ﹤0.01%
57,046
-1,403,769
694
$422K ﹤0.01%
10,250
695
$421K ﹤0.01%
9,104
696
$419K ﹤0.01%
11,072
+1,998
697
$411K ﹤0.01%
4,400
-169
698
$405K ﹤0.01%
14,140
-7,920
699
$400K ﹤0.01%
4,287
700
$394K ﹤0.01%
6,500
26 27
28
29 30