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
1001
$12K ﹤0.01%
600
1002
$12K ﹤0.01%
+100
1003
$11K ﹤0.01%
+250
1004
$11K ﹤0.01%
137
+20
1005
$11K ﹤0.01%
170
1006
$11K ﹤0.01%
1,065
1007
$11K ﹤0.01%
121
+13
1008
$11K ﹤0.01%
655
+187
1009
$11K ﹤0.01%
+225
1010
$11K ﹤0.01%
344
+78
1011
$10K ﹤0.01%
+338
1012
$10K ﹤0.01%
1,207
1013
$10K ﹤0.01%
110
1014
$10K ﹤0.01%
80
-6
1015
$10K ﹤0.01%
300
+205
1016
$10K ﹤0.01%
382
+185
1017
$10K ﹤0.01%
+446
1018
$10K ﹤0.01%
300
-400
1019
$10K ﹤0.01%
30
-299,340
1020
$10K ﹤0.01%
+102
1021
$9K ﹤0.01%
382
+180
1022
$9K ﹤0.01%
300
1023
$9K ﹤0.01%
328
1024
$9K ﹤0.01%
+203
1025
$9K ﹤0.01%
500
39 40
41
42 43