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
751
$207K ﹤0.01%
1,680
-107,757
752
$207K ﹤0.01%
1,050
-300
753
$194K ﹤0.01%
5,247
754
$191K ﹤0.01%
+5,206
755
$178K ﹤0.01%
173,013
-3,096,661
756
$168K ﹤0.01%
3,333
757
$167K ﹤0.01%
6,504
+604
758
$166K ﹤0.01%
2,602
-345
759
$160K ﹤0.01%
2,160
-1,840
760
$160K ﹤0.01%
1,411
-66,933
761
$155K ﹤0.01%
929
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762
$151K ﹤0.01%
1,433
-6,641
763
$149K ﹤0.01%
1,160
-500
764
$149K ﹤0.01%
4,230
765
$149K ﹤0.01%
4,700
-865
766
$141K ﹤0.01%
2,800
-36,000
767
$140K ﹤0.01%
1,136
-83
768
$133K ﹤0.01%
2,570
769
$133K ﹤0.01%
2,231
-154
770
$132K ﹤0.01%
65
+10
771
$131K ﹤0.01%
5,522
772
$131K ﹤0.01%
2,230
+200
773
$130K ﹤0.01%
1,104
774
$128K ﹤0.01%
10,000
+2,000
775
$127K ﹤0.01%
1,860
-7,102
29 30
31
32 33