ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115B
AUM Growth
-$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$1B
2
+$430M
3
+$262M
4
EIX icon
Edison International
EIX
+$250M
5
UPS icon
United Parcel Service
UPS
+$249M

Top Sells

1
+$1.23B
2
+$1B
3
+$417M
4
CAT icon
Caterpillar
CAT
+$371M
5
BLK icon
Blackrock
BLK
+$279M

Sector Composition

1 Technology 20.87%
2 Healthcare 15.12%
3 Communication Services 13.2%
4 Financials 11.39%
5 Industrials 10.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$420K ﹤0.01%
90,999
+3,680
702
$406K ﹤0.01%
3,581
-20
703
$400K ﹤0.01%
3,577
+77
704
$395K ﹤0.01%
11,175
-6,122
705
$368K ﹤0.01%
2,961
-5
706
$366K ﹤0.01%
13,929
707
$358K ﹤0.01%
5,901
708
$357K ﹤0.01%
2,471
709
$350K ﹤0.01%
14,285
710
$350K ﹤0.01%
6,051
-79
711
$345K ﹤0.01%
8,470
-293
712
$344K ﹤0.01%
3,037
-7
713
$342K ﹤0.01%
6,381
+32
714
$333K ﹤0.01%
26,070
+2,170
715
$328K ﹤0.01%
3,303
-1,146
716
$326K ﹤0.01%
17,390
-1,930
717
$322K ﹤0.01%
19,710
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718
$314K ﹤0.01%
8,913
719
$300K ﹤0.01%
13,761
-924
720
$298K ﹤0.01%
5,227
721
$294K ﹤0.01%
28,000
722
$277K ﹤0.01%
6,221
-39
723
$270K ﹤0.01%
8,160
724
$267K ﹤0.01%
10,411
725
$267K ﹤0.01%
10,000
-1,000
27 28
29
30 31