ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116B
AUM Growth
+$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$294M
2
+$184M
3
+$181M
4
RY icon
Royal Bank of Canada
RY
+$181M
5
XOM icon
Exxon Mobil
XOM
+$171M

Top Sells

1
+$399M
2
+$345M
3
+$338M
4
UNH icon
UnitedHealth
UNH
+$255M
5
SPLK
Splunk Inc
SPLK
+$204M

Sector Composition

1 Technology 27.63%
2 Healthcare 15.26%
3 Financials 12.23%
4 Industrials 10.9%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$730K ﹤0.01%
31,380
-38
677
$700K ﹤0.01%
7,970
678
$642K ﹤0.01%
26,912
+472
679
$625K ﹤0.01%
+5,642
680
$608K ﹤0.01%
17,498
+100
681
$608K ﹤0.01%
+15,144
682
$598K ﹤0.01%
+5,946
683
$597K ﹤0.01%
10,800
684
$595K ﹤0.01%
27,513
685
$584K ﹤0.01%
18,032
+130
686
$564K ﹤0.01%
2,951
-500
687
$557K ﹤0.01%
10,045
-770
688
$546K ﹤0.01%
2,419
+12
689
$542K ﹤0.01%
+5,551
690
$533K ﹤0.01%
10,389
+372
691
$523K ﹤0.01%
19,470
-5,295
692
$519K ﹤0.01%
4,836
693
$502K ﹤0.01%
+5,801
694
$498K ﹤0.01%
+7,860
695
$495K ﹤0.01%
+6,666
696
$493K ﹤0.01%
15,900
697
$492K ﹤0.01%
4,545
-948
698
$490K ﹤0.01%
+1,638
699
$484K ﹤0.01%
+5,864
700
$483K ﹤0.01%
+7,801
26 27
28
29 30