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
$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 10.51%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$353K ﹤0.01%
86,422
+84,436
727
$350K ﹤0.01%
+1,373
728
$345K ﹤0.01%
8,800
729
$343K ﹤0.01%
8,830
730
$343K ﹤0.01%
5,643
-35
731
$342K ﹤0.01%
+8,453
732
$340K ﹤0.01%
+3,500
733
$334K ﹤0.01%
2,825
-1
734
$325K ﹤0.01%
5,912
-86
735
$323K ﹤0.01%
+3,707
736
$322K ﹤0.01%
+2,899
737
$320K ﹤0.01%
+8,964
738
$313K ﹤0.01%
28,360
-1,340
739
$310K ﹤0.01%
4,315
740
$304K ﹤0.01%
7,440
741
$302K ﹤0.01%
13,400
-1,966
742
$299K ﹤0.01%
+4,908
743
$298K ﹤0.01%
19,182
-1,159
744
$288K ﹤0.01%
+9,785
745
$288K ﹤0.01%
+2,627
746
$287K ﹤0.01%
10,000
747
$283K ﹤0.01%
7,415
-1,356
748
$282K ﹤0.01%
23,399
-83
749
$281K ﹤0.01%
1,350
750
$275K ﹤0.01%
+4,342
28 29
30
31 32