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
$113B
AUM Growth
+$14.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$323M
2
+$302M
3
+$211M
4
KMI icon
Kinder Morgan
KMI
+$206M
5
AAP icon
Advance Auto Parts
AAP
+$166M

Top Sells

1
+$660M
2
+$312M
3
+$169M
4
PEP icon
PepsiCo
PEP
+$166M
5
HR icon
Healthcare Realty
HR
+$156M

Sector Composition

1 Technology 20.02%
2 Healthcare 16.43%
3 Communication Services 12.48%
4 Financials 11.32%
5 Industrials 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$360K ﹤0.01%
5,971
-1,532,226
727
$360K ﹤0.01%
3,603
-1,201
728
$359K ﹤0.01%
2,585
-11
729
$358K ﹤0.01%
83,269
+24,170
730
$346K ﹤0.01%
16,724
-1,576,300
731
$344K ﹤0.01%
6,244
+819
732
$341K ﹤0.01%
6,465
+919
733
$338K ﹤0.01%
3,101
+421
734
$325K ﹤0.01%
2,471
-9,312
735
$313K ﹤0.01%
4,225
-3,000
736
$310K ﹤0.01%
21,150
-5,346
737
$304K ﹤0.01%
28,000
738
$304K ﹤0.01%
15,348
+62
739
$296K ﹤0.01%
19,320
740
$255K ﹤0.01%
6,652
-3
741
$247K ﹤0.01%
11,000
742
$246K ﹤0.01%
2,690
+100
743
$238K ﹤0.01%
8,160
-7,935
744
$237K ﹤0.01%
3,000
745
$232K ﹤0.01%
3,424
-170
746
$230K ﹤0.01%
21,823
-1,000
747
$226K ﹤0.01%
6,144
748
$225K ﹤0.01%
3,550
-21
749
$221K ﹤0.01%
1,400
-335
750
$210K ﹤0.01%
1,644
+434
28 29
30
31 32