ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $125B
1-Year Est. Return 22.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.53%
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
+$297M
2
+$216M
3
+$195M
4
MRVL icon
Marvell Technology
MRVL
+$192M
5
LIN icon
Linde
LIN
+$191M

Top Sells

1
+$329M
2
+$325M
3
+$275M
4
ZTS icon
Zoetis
ZTS
+$269M
5
JPM icon
JPMorgan Chase
JPM
+$246M

Sector Composition

1 Technology 28.62%
2 Financials 13%
3 Industrials 11.16%
4 Healthcare 10.73%
5 Communication Services 9.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
– –
-26,868
727
– –
-501,011
728
– –
-91,808
729
– –
-39,408
730
– –
-310,675
731
– –
-3,999
732
– –
-670,439
733
– –
-1,084,507
734
– –
-814,934
735
– –
-145,230
736
– –
-3,520
737
– –
-72,500
738
– –
-21,369
739
– –
-7,359
740
– –
-1,125,953
26 27 28 29
30