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
$116B
AUM Growth
+$5.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,047
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$168M
3
+$138M
4
SRE icon
Sempra
SRE
+$112M
5
ULTA icon
Ulta Beauty
ULTA
+$104M

Top Sells

1
+$1.29B
2
+$522M
3
+$315M
4
AMZN icon
Amazon
AMZN
+$275M
5
UNH icon
UnitedHealth
UNH
+$218M

Sector Composition

1 Technology 27.4%
2 Healthcare 17.03%
3 Communication Services 11.17%
4 Consumer Discretionary 10.53%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$603M 0.52%
2,531,943
-175,396
52
$602M 0.52%
4,191,526
+1,132
53
$581M 0.5%
24,119,670
-722,883
54
$575M 0.49%
5,975,481
-165,344
55
$548M 0.47%
5,979,198
+15,535
56
$538M 0.46%
10,298,246
-754,783
57
$536M 0.46%
13,113,950
-334,840
58
$533M 0.46%
8,369,402
-340,721
59
$531M 0.46%
15,238,214
-621,238
60
$528M 0.45%
4,662,608
-254,300
61
$525M 0.45%
9,135,957
-557,019
62
$517M 0.44%
15,591,357
-1,015,335
63
$479M 0.41%
4,426,408
+400,615
64
$470M 0.4%
6,172,328
+262,570
65
$458M 0.39%
2,781,942
-5,074
66
$443M 0.38%
7,785,068
+2,422,671
67
$443M 0.38%
22,560,452
-1,442,257
68
$436M 0.37%
9,350,568
-498,321
69
$436M 0.37%
2,279,302
-158,491
70
$431M 0.37%
8,729,861
-470,908
71
$431M 0.37%
4,217,343
-604,497
72
$423M 0.36%
1,251,841
-107,969
73
$416M 0.36%
3,335,401
+3,285,494
74
$401M 0.34%
5,780,212
-1,399,576
75
$392M 0.34%
31,812,329
-3,068,108
1 2
3
4 5