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
$99.2B
AUM Growth
-$8.13B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
778
New
Increased
Reduced
Closed

Top Buys

1
+$182M
2
+$119M
3
+$105M
4
MMC icon
Marsh & McLennan
MMC
+$99.3M
5
GM icon
General Motors
GM
+$96.9M

Top Sells

1
+$336M
2
+$229M
3
+$185M
4
DIS icon
Walt Disney
DIS
+$158M
5
UPS icon
United Parcel Service
UPS
+$148M

Sector Composition

1 Technology 24.21%
2 Healthcare 18.51%
3 Financials 12.11%
4 Industrials 11.32%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$212K ﹤0.01%
1,519
727
$211K ﹤0.01%
+6,232
728
$184K ﹤0.01%
17,000
729
$152K ﹤0.01%
+1,085,194
730
$117K ﹤0.01%
13,778
-348
731
$89K ﹤0.01%
18,823
-1,000
732
$79K ﹤0.01%
14,300
733
$45K ﹤0.01%
5,500
734
$13K ﹤0.01%
251,530
735
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736
– –
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737
– –
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738
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739
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741
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742
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743
– –
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744
– –
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745
– –
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746
– –
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747
– –
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748
– –
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749
– –
-79,919
750
– –
-616
28 29
30
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