We are live on ! Find out more
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
$116B
AUM Growth
+$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
773
New
Increased
Reduced
Closed

Top Buys

1
+$268M
2
+$180M
3
+$173M
4
CVS icon
CVS Health
CVS
+$163M
5
RY icon
Royal Bank of Canada
RY
+$158M

Top Sells

1
+$716M
2
+$329M
3
+$316M
4
AVGO icon
Broadcom
AVGO
+$292M
5
UNH icon
UnitedHealth
UNH
+$259M

Sector Composition

1 Technology 27.61%
2 Healthcare 15.26%
3 Financials 12.23%
4 Industrials 10.91%
5 Consumer Discretionary 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
– –
-16,081
752
– –
-691,365
753
– –
-64,031
754
– –
-150,594
755
– –
-110,560
756
– –
-93,929
757
– –
-5,500
758
– –
-539,905
759
– –
-428,735
760
– –
-2,874,486
761
– –
-763,350
762
– –
-26,989
763
– –
-1,725,913
764
– –
-625,751
765
– –
-1,366,367
766
– –
-946,863
767
– –
-2,683,918
768
– –
-105,901
769
– –
-884,612
770
– –
-623,400
771
– –
-41,570
772
– –
-26,789
773
– –
-2,756
27 28 29 30
31