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
701
$348K ﹤0.01%
1,628
702
$345K ﹤0.01%
7,801
-6,830
703
$335K ﹤0.01%
6,200
704
$332K ﹤0.01%
4,311
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705
$330K ﹤0.01%
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706
$325K ﹤0.01%
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707
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$322K ﹤0.01%
19,708
+10
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$318K ﹤0.01%
28,492
710
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7,469
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712
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3,000
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20,310
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$279K ﹤0.01%
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715
$277K ﹤0.01%
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717
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719
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4,752
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720
$263K ﹤0.01%
2,960
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721
$262K ﹤0.01%
2,333
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$259K ﹤0.01%
4,906
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723
$256K ﹤0.01%
6,741
724
$256K ﹤0.01%
2,720
+14
725
$252K ﹤0.01%
4,395
-466
27 28
29
30 31