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
751
$150K ﹤0.01%
5,858
752
$150K ﹤0.01%
2,300
753
$145K ﹤0.01%
940
754
$144K ﹤0.01%
1,596
-75
755
$142K ﹤0.01%
2,703
756
$141K ﹤0.01%
2,076
-214
757
$139K ﹤0.01%
3,333
758
$138K ﹤0.01%
2,270
759
$138K ﹤0.01%
5,000
760
$137K ﹤0.01%
1,112
-39,992
761
$132K ﹤0.01%
4,500
762
$124K ﹤0.01%
5,167
763
$121K ﹤0.01%
8,727
-450
764
$118K ﹤0.01%
3,933
765
$118K ﹤0.01%
590
766
$117K ﹤0.01%
1,100
767
$111K ﹤0.01%
2,000
768
$111K ﹤0.01%
7,132
769
$107K ﹤0.01%
13,869
770
$105K ﹤0.01%
1,548
771
$105K ﹤0.01%
7,770
-359
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$101K ﹤0.01%
3,620
-291,720
773
$96K ﹤0.01%
1,708
-20
774
$95K ﹤0.01%
+3,200
775
$94K ﹤0.01%
875
+11
29 30
31
32 33