ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.3B
AUM Growth
-$28.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,135
New
Increased
Reduced
Closed

Top Buys

1
+$742M
2
+$541M
3
+$388M
4
APTV icon
Aptiv
APTV
+$299M
5
BDX icon
Becton Dickinson
BDX
+$256M

Top Sells

1
+$822M
2
+$651M
3
+$521M
4
BUD icon
AB InBev
BUD
+$448M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$336M

Sector Composition

1 Technology 24.43%
2 Healthcare 17.83%
3 Communication Services 12.69%
4 Financials 9.74%
5 Industrials 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$166K ﹤0.01%
3,000
702
$163K ﹤0.01%
9,460
-1,800
703
$163K ﹤0.01%
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$161K ﹤0.01%
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705
$159K ﹤0.01%
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$158K ﹤0.01%
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721
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$117K ﹤0.01%
645
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$117K ﹤0.01%
2,695
-136
725
$116K ﹤0.01%
4,700
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27 28
29
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