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
$113B
AUM Growth
+$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$302M
3
+$211M
4
KMI icon
Kinder Morgan
KMI
+$206M
5
AAP icon
Advance Auto Parts
AAP
+$166M

Top Sells

1
+$660M
2
+$312M
3
+$169M
4
PEP icon
PepsiCo
PEP
+$166M
5
HR icon
Healthcare Realty
HR
+$156M

Sector Composition

1 Technology 20.02%
2 Healthcare 16.43%
3 Communication Services 12.48%
4 Financials 11.32%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$556K ﹤0.01%
65,810
-674,885
702
$553K ﹤0.01%
4,535
+100
703
$552K ﹤0.01%
63,604
704
$503K ﹤0.01%
8,465
-127
705
$485K ﹤0.01%
4,287
706
$485K ﹤0.01%
9,843
707
$482K ﹤0.01%
10,605
+1,050
708
$472K ﹤0.01%
29,368
-2,408
709
$462K ﹤0.01%
10,435
+1,634
710
$457K ﹤0.01%
8,830
711
$452K ﹤0.01%
7,000
712
$435K ﹤0.01%
7,877
-266
713
$427K ﹤0.01%
1,583
-293
714
$426K ﹤0.01%
6,200
715
$418K ﹤0.01%
10,960
716
$414K ﹤0.01%
13,929
-1,709
717
$410K ﹤0.01%
+22,670
718
$391K ﹤0.01%
18,226
719
$389K ﹤0.01%
5,901
720
$386K ﹤0.01%
3,750
721
$383K ﹤0.01%
+15,000
722
$372K ﹤0.01%
5,577
-1,000
723
$368K ﹤0.01%
3,500
724
$363K ﹤0.01%
14,285
725
$361K ﹤0.01%
10,411
-1,120,012
27 28
29
30 31