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
751
$275K ﹤0.01%
+3,426
752
$272K ﹤0.01%
2,981
-82
753
$267K ﹤0.01%
+2,150
754
$266K ﹤0.01%
+2,499
755
$245K ﹤0.01%
5,950
756
$236K ﹤0.01%
6,380
+1,115
757
$233K ﹤0.01%
3,316
+581
758
$230K ﹤0.01%
2,872
+1,439
759
$223K ﹤0.01%
+3,304
760
$220K ﹤0.01%
2,374
-39
761
$219K ﹤0.01%
24,976
-201
762
$217K ﹤0.01%
+4,931
763
$216K ﹤0.01%
3,000
764
$213K ﹤0.01%
2,840
-3,355
765
$211K ﹤0.01%
2,624
+2,454
766
$211K ﹤0.01%
+20,796
767
$210K ﹤0.01%
+7,218
768
$209K ﹤0.01%
+2,308
769
$205K ﹤0.01%
14,565
-3,257
770
$163K ﹤0.01%
+11,229
771
$147K ﹤0.01%
22,823
772
$145K ﹤0.01%
15,357
-1,571
773
$117K ﹤0.01%
11,112
774
$101K ﹤0.01%
+1,477
775
$59K ﹤0.01%
5,500
29 30
31
32 33