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
$99.2B
AUM Growth
-$8.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$119M
3
+$105M
4
MMC icon
Marsh & McLennan
MMC
+$99.3M
5
GM icon
General Motors
GM
+$96.9M

Top Sells

1
+$336M
2
+$229M
3
+$185M
4
DIS icon
Walt Disney
DIS
+$158M
5
UPS icon
United Parcel Service
UPS
+$148M

Sector Composition

1 Technology 24.21%
2 Healthcare 18.51%
3 Financials 12.11%
4 Industrials 11.32%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$869K ﹤0.01%
17,440
677
$869K ﹤0.01%
12,285
-560
678
$853K ﹤0.01%
39,694
+3,079
679
$847K ﹤0.01%
4,042
-177
680
$833K ﹤0.01%
54,333
-24,906
681
$814K ﹤0.01%
5,989
-8,179
682
$811K ﹤0.01%
+76,796
683
$774K ﹤0.01%
11,000
684
$722K ﹤0.01%
4,860
685
$713K ﹤0.01%
8,970
686
$703K ﹤0.01%
11,690
687
$694K ﹤0.01%
44,310
688
$688K ﹤0.01%
4,451
+416
689
$682K ﹤0.01%
5,484
-104
690
$634K ﹤0.01%
6,400
691
$609K ﹤0.01%
27,936
-234,014
692
$571K ﹤0.01%
23,200
693
$558K ﹤0.01%
4,609
-24
694
$519K ﹤0.01%
11,835
695
$515K ﹤0.01%
5,903
696
$505K ﹤0.01%
26,983
697
$487K ﹤0.01%
5,523
698
$435K ﹤0.01%
20,685
-12
699
$434K ﹤0.01%
4,836
700
$408K ﹤0.01%
11,193
+2,648
26 27
28
29 30