ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $133B
1-Year Est. Return 26.42%
This Quarter Est. Return
1 Year Est. Return
+26.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$88.8B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$904M
2
+$172M
3
+$103M
4
USB icon
US Bancorp
USB
+$103M
5
WFT
Weatherford International plc
WFT
+$83.9M

Top Sells

1
+$881M
2
+$158M
3
+$114M
4
OXY icon
Occidental Petroleum
OXY
+$103M
5
JPM icon
JPMorgan Chase
JPM
+$93.4M

Sector Composition

1 Healthcare 20.2%
2 Technology 16.63%
3 Communication Services 11.98%
4 Energy 10.2%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$245K ﹤0.01%
3,580
727
$241K ﹤0.01%
1,300
728
$236K ﹤0.01%
4,465
+400
729
$219K ﹤0.01%
+3,300
730
$218K ﹤0.01%
3,000
731
$201K ﹤0.01%
7,185
732
$201K ﹤0.01%
9,952
-115
733
$198K ﹤0.01%
2,100
734
$198K ﹤0.01%
11,800
-900
735
$198K ﹤0.01%
13,825
+388
736
$198K ﹤0.01%
8,300
737
$197K ﹤0.01%
2,486
-112
738
$194K ﹤0.01%
2,730
-2
739
$188K ﹤0.01%
7,525
740
$187K ﹤0.01%
2,130
-400
741
$185K ﹤0.01%
7,573
-344
742
$181K ﹤0.01%
6,774
743
$180K ﹤0.01%
8,125
744
$179K ﹤0.01%
11,599
+1,500
745
$169K ﹤0.01%
3,214
+155
746
$161K ﹤0.01%
1,277
747
$160K ﹤0.01%
3,333
-5,638
748
$157K ﹤0.01%
9,400
-320
749
$157K ﹤0.01%
1,350
750
$156K ﹤0.01%
4,220
28 29
30
31 32