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
$88.8B
AUM Growth
+$4.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,162
New
Increased
Reduced
Closed

Top Buys

1
+$904M
2
+$172M
3
+$103M
4
USB icon
US Bancorp
USB
+$103M
5
WFT
Weatherford International plc
WFT
+$83.9M

Top Sells

1
+$881M
2
+$158M
3
+$114M
4
OXY icon
Occidental Petroleum
OXY
+$103M
5
JPM icon
JPMorgan Chase
JPM
+$93.4M

Sector Composition

1 Healthcare 20.2%
2 Technology 16.63%
3 Communication Services 11.98%
4 Energy 10.2%
5 Financials 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$70K ﹤0.01%
2,546
802
$70K ﹤0.01%
1,757
803
$69K ﹤0.01%
3,917
804
$67K ﹤0.01%
7,500
-2,000
805
$66K ﹤0.01%
75
806
$66K ﹤0.01%
2,000
807
$66K ﹤0.01%
638
-316
808
$65K ﹤0.01%
5,350
-18,300
809
$64K ﹤0.01%
6,394
-1,000
810
$63K ﹤0.01%
680
811
$61K ﹤0.01%
1,157
+744
812
$59K ﹤0.01%
1,651
813
$59K ﹤0.01%
1,713
814
$58K ﹤0.01%
1,944
815
$55K ﹤0.01%
1,018
-212
816
$55K ﹤0.01%
+1,015
817
$55K ﹤0.01%
2,397
-30
818
$55K ﹤0.01%
500
819
$55K ﹤0.01%
700
820
$54K ﹤0.01%
3,000
821
$54K ﹤0.01%
636
822
$54K ﹤0.01%
7,476
823
$53K ﹤0.01%
2,000
824
$53K ﹤0.01%
+1,174
825
$50K ﹤0.01%
1,300
31 32
33
34 35