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
+$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$294M
2
+$184M
3
+$181M
4
RY icon
Royal Bank of Canada
RY
+$181M
5
XOM icon
Exxon Mobil
XOM
+$171M

Top Sells

1
+$399M
2
+$345M
3
+$338M
4
UNH icon
UnitedHealth
UNH
+$255M
5
SPLK
Splunk Inc
SPLK
+$204M

Sector Composition

1 Technology 27.63%
2 Healthcare 15.26%
3 Financials 12.23%
4 Industrials 10.9%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$611M 0.53%
3,942,619
+217,817
52
$607M 0.52%
14,253,912
-581,485
53
$603M 0.52%
749,081
-5,577
54
$599M 0.52%
7,581,167
+2,018,375
55
$568M 0.49%
2,879,461
-15,121
56
$567M 0.49%
3,872,144
-437,713
57
$566M 0.49%
970,963
+19,976
58
$537M 0.46%
3,593,990
-89,590
59
$527M 0.45%
4,853,958
+183,833
60
$523M 0.45%
2,919,475
-65,395
61
$515M 0.44%
5,485,277
+159,718
62
$514M 0.44%
8,728,170
-96,676
63
$512M 0.44%
7,072,898
-162,812
64
$499M 0.43%
798,257
-10,406
65
$493M 0.42%
3,074,138
+153,470
66
$475M 0.41%
2,253,350
-7,954
67
$470M 0.4%
6,576,061
-254,688
68
$462M 0.4%
1,940,675
-55,578
69
$457M 0.39%
646,403
+180,363
70
$448M 0.39%
6,484,836
+136,141
71
$442M 0.38%
3,022,816
+742,449
72
$441M 0.38%
3,155,750
-69,171
73
$435M 0.37%
1,679,302
-143,880
74
$405M 0.35%
6,668,180
+1,090,151
75
$399M 0.34%
4,921,661
+377,676
1 2
3
4 5