ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123B
AUM Growth
+$8.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
741
New
Increased
Reduced
Closed

Top Buys

1
+$325M
2
+$257M
3
+$239M
4
AVGO icon
Broadcom
AVGO
+$231M
5
BA icon
Boeing
BA
+$202M

Top Sells

1
+$398M
2
+$335M
3
+$279M
4
PEP icon
PepsiCo
PEP
+$270M
5
ZTS icon
Zoetis
ZTS
+$264M

Sector Composition

1 Technology 28.62%
2 Financials 13%
3 Industrials 11.15%
4 Healthcare 10.73%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$625M 0.51%
2,604,591
-307,047
52
$625M 0.51%
3,037,775
+197,320
53
$614M 0.5%
2,809,902
-432,205
54
$614M 0.5%
1,983,220
+21,811
55
$601M 0.49%
9,602,144
-1,019,699
56
$599M 0.49%
1,175,532
-357,860
57
$596M 0.48%
5,163,273
+177,434
58
$594M 0.48%
2,595,060
-42,884
59
$579M 0.47%
1,098,901
-218,825
60
$576M 0.47%
1,420,941
-241,924
61
$575M 0.47%
1,925,227
-358,960
62
$568M 0.46%
8,222,673
+1,588,739
63
$565M 0.46%
9,681,981
-2,514,335
64
$560M 0.46%
2,562,974
-380,066
65
$556M 0.45%
698,606
-17,969
66
$554M 0.45%
3,476,636
-87,161
67
$547M 0.44%
5,181,342
+21,233
68
$528M 0.43%
1,439,391
+100,237
69
$525M 0.43%
1,050,868
-150,856
70
$514M 0.42%
2,271,139
-1,755,705
71
$483M 0.39%
1,536,664
+56,633
72
$474M 0.38%
5,894,545
+127,857
73
$464M 0.38%
832,764
-109,760
74
$463M 0.38%
3,262,117
+15,076
75
$456M 0.37%
2,142,643
-1,000,672
1 2
3
4 5