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ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $115B
1-Year Est. Return 25.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.97%
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
+$207M
2
+$127M
3
+$111M
4
SYK icon
Stryker
SYK
+$109M
5
MRSH
Marsh
MRSH
+$107M

Top Sells

1
+$414M
2
+$254M
3
+$238M
4
DIS icon
Walt Disney
DIS
+$180M
5
UPS icon
United Parcel Service
UPS
+$173M

Sector Composition

1 Technology 24.21%
2 Healthcare 18.51%
3 Financials 12.11%
4 Industrials 11.34%
5 Consumer Discretionary 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
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753
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754
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755
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757
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-2,050
758
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-2,013,927
759
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-61,117
760
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-43,350
761
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-2,191,661
763
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-8,028,485
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-548,876
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766
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769
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-709,140
771
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772
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773
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774
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-1,403,167
775
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-7,832
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