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
$115B
AUM Growth
-$822M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$1.02B
2
+$430M
3
+$263M
4
EIX icon
Edison International
EIX
+$262M
5
UPS icon
United Parcel Service
UPS
+$261M

Top Sells

1
+$1.23B
2
+$1B
3
+$424M
4
CAT icon
Caterpillar
CAT
+$368M
5
BLK icon
Blackrock
BLK
+$279M

Sector Composition

1 Technology 20.89%
2 Healthcare 15.12%
3 Communication Services 12.85%
4 Financials 11.39%
5 Industrials 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$624M 0.54%
11,278,603
+218,933
52
$619M 0.54%
2,149,908
-162,527
53
$614M 0.54%
11,020,958
+2,280
54
$611M 0.53%
6,233,508
+227,311
55
$604M 0.53%
3,080,888
+61,799
56
$596M 0.52%
8,910,155
+265,093
57
$592M 0.52%
13,137,442
-84,051
58
$584M 0.51%
11,956,153
+5,380,981
59
$563M 0.49%
5,181,055
-227,126
60
$561M 0.49%
4,755,822
+87,057
61
$559M 0.49%
3,759,752
+75,653
62
$557M 0.49%
4,846,935
+128,634
63
$557M 0.49%
16,395,822
-262,884
64
$557M 0.49%
9,290,924
-211,108
65
$529M 0.46%
1,187,276
-626,592
66
$520M 0.45%
4,138,455
+13,904
67
$516M 0.45%
5,350,871
-159,968
68
$516M 0.45%
9,322,017
+253,457
69
$507M 0.44%
10,338,710
+1,321,179
70
$499M 0.44%
20,722,758
+249,477
71
$493M 0.43%
9,064,152
-7,782,952
72
$459M 0.4%
2,371,385
-37,686
73
$458M 0.4%
13,443,537
+327,548
74
$453M 0.4%
6,417,179
+112,483
75
$435M 0.38%
8,804,557
+98,866
1 2
3
4 5