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
$108B
AUM Growth
+$4.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,250
New
Increased
Reduced
Closed

Top Buys

1
+$446M
2
+$344M
3
+$318M
4
MKC icon
McCormick & Company Non-Voting
MKC
+$133M
5
KMI icon
Kinder Morgan
KMI
+$127M

Top Sells

1
+$401M
2
+$336M
3
+$330M
4
COL
Rockwell Collins
COL
+$211M
5
AVGO icon
Broadcom
AVGO
+$191M

Sector Composition

1 Healthcare 18.58%
2 Technology 17.38%
3 Financials 11.53%
4 Communication Services 11.41%
5 Energy 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$46K ﹤0.01%
2,000
852
$46K ﹤0.01%
925
853
$45K ﹤0.01%
991
854
$45K ﹤0.01%
905
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855
$45K ﹤0.01%
402
856
$44K ﹤0.01%
624
+112
857
$44K ﹤0.01%
763
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$44K ﹤0.01%
402
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$43K ﹤0.01%
2,172
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$43K ﹤0.01%
1,376
861
$42K ﹤0.01%
235
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$42K ﹤0.01%
842
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$42K ﹤0.01%
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864
$42K ﹤0.01%
455
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865
$41K ﹤0.01%
1,853
+32
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$41K ﹤0.01%
1,318
+6
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$40K ﹤0.01%
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868
$40K ﹤0.01%
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869
$40K ﹤0.01%
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870
$40K ﹤0.01%
821
-101
871
$40K ﹤0.01%
+2,524
872
$40K ﹤0.01%
1,975
+14
873
$39K ﹤0.01%
2,440
+360
874
$39K ﹤0.01%
+2,922
875
$39K ﹤0.01%
400
33 34
35
36 37