ClearBridge Investments

ClearBridge Investments Portfolio holdings

AUM $123B
1-Year Est. Return 25.4%
This Quarter Est. Return
1 Year Est. Return
+25.4%
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
+$294M
2
+$184M
3
+$181M
4
RY icon
Royal Bank of Canada
RY
+$181M
5
XOM icon
Exxon Mobil
XOM
+$171M

Top Sells

1
+$399M
2
+$345M
3
+$338M
4
UNH icon
UnitedHealth
UNH
+$255M
5
SPLK
Splunk Inc
SPLK
+$204M

Sector Composition

1 Technology 27.63%
2 Healthcare 15.26%
3 Financials 12.23%
4 Industrials 10.9%
5 Consumer Discretionary 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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