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
$98.9B
AUM Growth
-$17.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,213
New
Increased
Reduced
Closed

Top Buys

1
+$596M
2
+$318M
3
+$263M
4
ET icon
Energy Transfer Partners
ET
+$243M
5
VMC icon
Vulcan Materials
VMC
+$192M

Top Sells

1
+$621M
2
+$388M
3
+$360M
4
RHT
Red Hat Inc
RHT
+$296M
5
UNH icon
UnitedHealth
UNH
+$187M

Sector Composition

1 Technology 19.36%
2 Healthcare 18.64%
3 Communication Services 12.15%
4 Financials 11.38%
5 Industrials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$20K ﹤0.01%
600
977
$20K ﹤0.01%
2,433
+32
978
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500
979
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1,000
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980
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982
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$17K ﹤0.01%
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986
$16K ﹤0.01%
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989
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990
$16K ﹤0.01%
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991
$15K ﹤0.01%
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992
$15K ﹤0.01%
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993
$15K ﹤0.01%
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$15K ﹤0.01%
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995
$14K ﹤0.01%
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$14K ﹤0.01%
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$14K ﹤0.01%
320
998
$13K ﹤0.01%
336
999
$13K ﹤0.01%
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1000
$12K ﹤0.01%
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38 39
40
41 42