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
1001
$16K ﹤0.01%
2,250
1002
$16K ﹤0.01%
1,938
+632
1003
$16K ﹤0.01%
444
-50
1004
$15K ﹤0.01%
346
-20
1005
$15K ﹤0.01%
180
+21
1006
$14K ﹤0.01%
+602
1007
$14K ﹤0.01%
3,218
+2,044
1008
$14K ﹤0.01%
204
-69
1009
$14K ﹤0.01%
425
1010
$14K ﹤0.01%
396
1011
$14K ﹤0.01%
667
1012
$13K ﹤0.01%
152
1013
$13K ﹤0.01%
212
-87
1014
$13K ﹤0.01%
312
-265,663
1015
$13K ﹤0.01%
372
1016
$13K ﹤0.01%
182
-23
1017
$12K ﹤0.01%
600
1018
$12K ﹤0.01%
329
1019
$12K ﹤0.01%
148
1020
$12K ﹤0.01%
240
1021
$12K ﹤0.01%
2,167
1022
$11K ﹤0.01%
123
+19
1023
$11K ﹤0.01%
529
+131
1024
$11K ﹤0.01%
313
1025
$11K ﹤0.01%
400
-2,800
39 40
41
42 43