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
$99.4B
AUM Growth
+$8.43B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,210
New
Increased
Reduced
Closed

Top Buys

1
+$327M
2
+$264M
3
+$238M
4
WMB icon
Williams Companies
WMB
+$229M
5
BIVV
Bioverativ Inc. Common Stock
BIVV
+$211M

Top Sells

1
+$572M
2
+$295M
3
+$236M
4
CTXS
Citrix Systems Inc
CTXS
+$187M
5
TRV icon
Travelers Companies
TRV
+$176M

Sector Composition

1 Healthcare 19.47%
2 Technology 17.14%
3 Communication Services 11.69%
4 Energy 10.29%
5 Financials 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$32K ﹤0.01%
740
902
$32K ﹤0.01%
503
+280
903
$32K ﹤0.01%
1,868
+219
904
$32K ﹤0.01%
+1,147
905
$32K ﹤0.01%
1,952
+923
906
$32K ﹤0.01%
230
907
$32K ﹤0.01%
1,323
908
$32K ﹤0.01%
+1,312
909
$31K ﹤0.01%
2,160
910
$31K ﹤0.01%
1,000
911
$31K ﹤0.01%
1,203
912
$31K ﹤0.01%
1,974
+982
913
$31K ﹤0.01%
920
+228
914
$31K ﹤0.01%
475
915
$31K ﹤0.01%
1,953
+1,033
916
$30K ﹤0.01%
+2,800
917
$30K ﹤0.01%
733
+371
918
$30K ﹤0.01%
2,341
919
$30K ﹤0.01%
495
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920
$30K ﹤0.01%
2,000
921
$30K ﹤0.01%
1,016
+599
922
$29K ﹤0.01%
300
923
$29K ﹤0.01%
904
+420
924
$29K ﹤0.01%
2,102
+1,087
925
$29K ﹤0.01%
1,181
+405
35 36
37
38 39