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
926
$32K ﹤0.01%
1,447
+5
927
$32K ﹤0.01%
415
+2
928
$32K ﹤0.01%
589
929
$32K ﹤0.01%
1,154
-28,456
930
$31K ﹤0.01%
3,000
931
$31K ﹤0.01%
611
+7
932
$31K ﹤0.01%
407
+2
933
$30K ﹤0.01%
500
934
$30K ﹤0.01%
500
935
$30K ﹤0.01%
1,064
+8
936
$30K ﹤0.01%
1,859
-250
937
$30K ﹤0.01%
452
+2
938
$30K ﹤0.01%
500
939
$30K ﹤0.01%
268
940
$29K ﹤0.01%
550
941
$29K ﹤0.01%
600
942
$28K ﹤0.01%
3,000
943
$28K ﹤0.01%
346
944
$28K ﹤0.01%
225
945
$28K ﹤0.01%
910
+3
946
$27K ﹤0.01%
8,695
+33
947
$27K ﹤0.01%
253
948
$27K ﹤0.01%
600
949
$27K ﹤0.01%
400
950
$27K ﹤0.01%
200
36 37
38
39 40